Edward Carlson has been a provider of financial services for 30+ years serving the CNY and Southern Tier community. He has 20 years of banking experience and 12 years as a financial advisor. Ed is a general securities representative and an investment advisor representative thru LPL Financial. He is also a licensed life, health, and variable annuity agent in NY. Ed believes that a discussion and understanding of his clients’ financial goals are the foundation of each relationship. Ed achieved his Master of Business Administration from Utica College in 2008.
Ed has volunteered in his community on the Marcellus Village planning board for 5 years. Ed has coordinated for Marcellus Youth basketball and was the treasurer and a founding member of Marcellus Code Red youth softball. Family and community are cornerstones of Ed’s life path.