important to you?
You have priorities and we have the insights you need to keep them front
It starts with you
success is about helping you reach your goals, not a number.
A real advantage
Industry-leading research and expert
analysis are here to help you stay ahead.
the right guidance for you
Connect with an advisor and start a conversation about your goals.
Contact a financial advisor
Not who you're looking for?
know some of our other financial advisors.
Wealth Management AdvisorVice President10100 INNOVATION DRMIAMISBURG,
Many people aren’t completely confident in the health of their financial future. To help people address their future needs, I provide a planning-based practice that is tailored to each individual client. Our goal is helping people achieve long-term financial independence.Typically, my clients are successful, wealthy people with $750k to 10 million in investable assets, who want conservative-to-moderate investment advice. Many have suffered from poor advice or just lack of attention, and want a financial advisor who is educated in the broad base of financial matters. Before working with me, many of my clients didn’t appreciate the value of working with an advisor who is knowledgeable in all financial subjects. I work hard to provide alternatives that are in the client’s best interest, tailored to their unique financial situation, using the wide base of financial knowledge that the ChFC® education provides. In addtion, I focus on working with retirees who want income from their portfolios, while preserving their estates.To help prospective clients make the difficult decision to change advisors, I provide a complementary review, a free financially comprehensive Wealth Outlook analysis, and an outline on how we provide long-term, on-going service and support.Personal financial services advisor since 1996Vice PresidentChartered Financial Consultant® (ChFC®)Wealth Management AdvisorM.S. Logistics Management, AFITB.A. Business, University of WashingtonKathy and I have been Dayton residents since 1984Chartered Financial Consultant® and the ChFC® mark are the property of The American College, which reserves the sole rights to its use, and is used by permission.
Dennis Carlson is registered to do business in : AZ, CA, CO, FL, GA, IA, IL, IN, KY, MA, MD, MI, NC, NH, NJ, NM, NY, OH, OK, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.