Broker Check


Wallace Carlson

Wallace Carlson

Private Wealth Advisor

Wallace is a Wealth Manager working closely with a select clientele to assist them through the challenging, and sometimes confusing, world of financial markets. Wallace previously worked with Fidelity Investments assisting clients with Investment Management, Retirement Planning, and Income Strategies. He has also spent time working with families and individuals on their Life Insurance and Long Term Care needs through Allstate Financial Services. His educational approach is centered on helping clients understand and manage their exposure to risk. Wallace is committed to helping each of his clients make their best financial decisions.

Wallace has lived in the Dallas Fort Worth area for over 20 years and enjoys spending his time outside of the office with his beautiful family.