Patrick Carlson

Vice President of Wealth Services

Patrick joined Adviser Investments in 2019. As vice president of wealth services, he helps clients make thoughtful estate planning choices so they can confidently pass along their wealth while minimizing the impact of costs and taxes. Prior to joining Adviser Investments, Patrick practiced law as an estate planning attorney, prepared tax returns and tax plans, and worked in management at WealthCounsel, a trustsA legal document that functions as an instruction manual to how you want your money managed and spent in your later years as well as how your assets should be distributed after your death. Assets placed in a trust are generally safe from creditors and can be sold by the trustee in short order, avoiding the lengthy and costly probate process. and estates attorney membership organization. Patrick holds a B.A. in economics and J.D. from the University of Oklahoma and a tax LL.M. from the University of Florida. He lives in Cary, NC, where he enjoys access to the great restaurant scene in nearby Durham and hiking in the Triangle’s extensive trail network.

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