Bryan Carlson works for Charles Schwab and has over 20 years’ experience in the financial services industry. Bryan maintains a book of Ultra High Net Worth client relationships. Bryan's primary focus includes specializing in wealth management, supporting his clients with bank loans, financial planning, estate, and tax planning.
Bryan Carlson earned his BBA in Finance from Texas A&M University in May 2000, and 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. He obtained the CERTIFIED FINANCIAL PLANNER™ certification in 2016, and the Certified Wealth Strategist® designation in 2021.
He and his wife, Jill, have been married since 2005 and have 2 children, Kelsey and Trevor. Bryan enjoys getting outside and attending their children’s activities including basketball, volleyball, and cross country.
Bryan is an adjunct faculty member at the University of Dallas and a member of FPA Dallas/Fort Worth.