The Carlson Group

Merrill Lynch Wealth Management

200 Central Ave
Saint Petersburg, FL 33701
(727) 824-7385
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The Carlson Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
The Carlson Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Videos
Saving for Retirement
Recognition
Alistair Flynn
Vice President, Wealth Management Advisor
Forbes "Best-in-State Next Generation Wealth Advisors", 2019
(Published on September 4, 2019. Rankings based on data as of March 31, 2019.)
Click here to learn more about advisor recognitions
Meet Our Team
Mark Carlson,

CRPC™

Managing Director, Senior Financial Advisor
727.824.7385
Michael Works,

CFP®, CPFA™

Vice President, Wealth Management Advisor
727.799.5609
Katherine Eckelbarger,

AAMS™, CRPC™

Vice President, Senior Financial Advisor
727.824.7406
Alistair Flynn,

CFP®

Vice President, Wealth Management Advisor
727.824.7481
Lori A Lacy
Assistant Vice President, Wealth Management Associate
727.824.7389
Pierre T Vieux
Wealth Management Client Associate
727.824.7416
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Matthew Terry
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #432410
Insights
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks, and CRPC® and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.