Patricia A. Carlson

Senior Vice President, Trust and Investment Department Manager

860.567.6412

"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.