Bryan Carlson has over 16 years in the financial services industry. Currently he works for Fidelity Investments, where he maintains a book of high net worth client relationships. Bryan's primary focus includes specializing in managed accounts, while supporting his clients on various financial planning topics including retirement, estate and tax planning.
Bryan Carlson earned his BBA in Finance from Texas A&M University in May 2000, and a MBA in Financial Services from the University of Dallas in December 2008. He currently holds the FINRA 7, 63, 66 and Texas Life & Health licenses in addtion to obtaining the CERTIFIED FINANCIAL PLANNER™ certification in 2016.