Carson is a Charlotte native and a graduate of the Darla Moore School of Business at the University of South Carolina. There she double majored in finance and marketing and minored in advertising and public relations. After completing Merrill's internship program in St. Louis, Carson returned to the Queen City where she became one of forty individuals selected nationwide to participate in the Associate Financial Advisor Development Program. In 2019, she joined King Nett Wealth Management as the team’s next-gen advisor, supporting the legacy wealth planning across multi-generational families.
Additionally, as a Certified Plan Financial Advisor® professional and designated Merrill Retirement Benefits Consultant, Carson focuses on institutional retirement business. This niche focus positions her to work with business owners in the establishment and ongoing maintenance of employer sponsored retirement benefits.
Outside of work, Carson is a proud member of the Charlotte Tri Delta Alumnae Chapter and active supporter of St. Jude Children's Research Hospital. She is an avid runner, passionate Taylor Swift fan, and dog lover…especially her 4-year-old red lab, Gibbs.
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.
