WHY THE CARLSON GROUP I am the founding member of the Carlson Group, a Goals-Based Wealth Management team within Merrill Lynch Wealth Management. For more than thirty years, I have helped a select group of clients acquire, grow, and preserve assets, helping them pass their wealth to successive generations and create lasting legacies. WHO WE SERVE We serve a number of business owners, physicians, lawyers, professionals and their families. Our team is structured in such a way to provide service to these clients for generations to come. WE INVITE YOU TO CONNECT WITH US FOR YOUR DISTINCTIVE NEEDS: Portfolio management, specifically growth and income strategies Corporate Retirement Plans Customized Lending through Bank of America, N.A. Trust and Estate Planning Services Wealth transfer and structuring strategies including educating the next generation GETTING TO KNOW MARK I have grown a robust personal business and transformed it into a collaborative team built on confidence and continuity. I joined Merrill Lynch Wealth Management in St. Petersburg in 1981 and have spent years developing distinct investment disciplines and ideal standards for client relationships. I have obtained my Chartered Retirement Planning Counselor, CRPC designation and am registered to do business in more than 44 states. I graduated from Emory in 1972 and moved to Florida the following day. Now, I balance my time between pursuing clients' financial prosperity and spending time with my family. My wife, Dimity, and I have three sons two of which are married and residing in New York City and one who lives in Los Angeles. Dimity and I are passionate our serving our local community. We are involved with The Museum of Fine Arts and Academy Prep Center for Education in St. Petersburg. 