Patricia A. Carlson
Senior Vice President, Wealth Department Manager
"Life is short; Do work that you love; Enjoy!"
About
Combining Deep Operational Leadership with Multigenerational Client Relationships
Pat joined the team in 2000, having some 40 years of diversified financial experience, with over 20 years concentrating in the investment area. Aside from managing the administration, operational, and investment functions of the division today, Patricia serves as senior administrative officer for trust, agency, IRA, and employee benefit accounts. She has worked with generations of families throughout Connecticut, meeting their trust and financial needs. Pat maintains extensive experience managing and administering personal investment accounts, as well as trusts for charitable foundations and not-for-profit institutions.
Pat’s Niche
She’s an intuitive and great listener with the ability to provide people with what they need rather than what they ask for.
Core Values
Pat values helping clients achieve their personal and financial goals by providing smart, hardworking, and common-sense solutions. She builds strong and lasting relationships with her clients by explaining complex topics in a simple and clear way when they need it most.
Your Team of Trusted Professionals
Insights
Estate Planning is important for everyone, no matter your age or amount of wealth. Contrary to what ...
A Look at the Importance of Estimating and Generating Income for Retirement Plans. Where do I start?...
While people are itemizing less often, there still could be some additional tax savings. With the pa...