Carl has more than 20 years’ experience in the financial services industry and specializes in assisting clients with their comprehensive financial planning and asset management needs. Determined and diligent, he is committed to providing the personalized support clients need to strategically pursue their ideal financial future. Carl has attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.
Additionally, Carl is a Chartered Life Underwriter® and specializes in life insurance and estate planning. The CLU® is widely considered to be the most respected insurance designation in the industry. He also holds the Chartered Financial Consultant® designation. Each ChFC® has taken nine or more college-level courses on all aspects of financial planning from The American College, a nonprofit educator with the highest level of academic accreditation.
Before joining our team, Carl was a senior financial planner and director of insurance services with StrategicPoint Investment Advisors. He began his financial services career as an associate financial planner with Weston Financial Group. Carl earned a bachelor’s degree in business administration from Bryant University and a master’s degree in financial planning from Bentley University. He also completed the requisite coursework in the financial planning program at Boston University prior to passing the CFP® exam in July 1999.
Carl has enjoyed volunteering for several charitable organizations and efforts alongside our team including Pawtucket Proud, the Ten Mile River Cleanup, Habitat for Humanity and Heart Walk. In his spare time, he enjoys home renovation projects, reading (especially about science and world events) and watching independent films and documentaries.
Originally from Burrillville, Rhode Island, Carl lives in North Attleboro.
Raymond James is not affiliated with the above organizations and/or charitable causes.
* Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided. Diversification and asset allocation do not ensure a profit or protect against a loss.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.