Carson Knight
Carson Knight joined Merrill Lynch Wealth Management after beginning his advisory career at Morgan Stanley and previously working in investment banking. He graduated cum laude from the University of Maryland’s Robert H. Smith School of Business with a B.S. in Finance.
Carson is dedicated to advising founders, senior executives, and capital partners whose financial lives are often shaped by business ownership, private investments, and multi‑entity structures.
He has continued to expand his professional expertise by earning the Certified Exit Planning Advisor (CEPA®) designation and the Chartered Retirement Planning Counselor™, CRPC™ designation. Carson works closely with clients experiencing meaningful liquidity events or transition planning, helping them develop and execute strategies to harvest value from their businesses while coordinating with attorneys, CPAs, and family stakeholders.
Carson currently resides in Rockville, MD with his wife Maggie.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
