The Carlson Group
Merrill Lynch Wealth Management
8015 West Kenton Circle
Suite 300
Huntersville NC 28078
(704) 987.4152
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Accessible, knowledgeable, and experienced, we are committed to building and maintaining a strong relationship with you. We’re passionate about what we do and we bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
The Carlson Group
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information we ask thoughtful questions -- listen carefully, then understand in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn your goals into reality.

About Us
Approach

The various stages in life often require adjustments in your financial and life goals, including:

  • The retirement lifestyle you envision
  • Preparing for the cost of the best education possible for your children and grandchildren
  • Strategies for preserving and growing wealth
  • Wealth transfer to the next generation
  • Establishment of your legacy through family foundations and philanthropy
  • Diversifying business interests
  • Tax-minimization strategies
  • Access to the banking and lending solutions of Bank of America
Meet Our Team
Chadwick Carlson
Senior Vice President, Senior Financial Advisor
704.987.4152
Ryan Canada
Assistant Vice President, Senior Financial Advisor
704.987.4001
Caleb Cheyney,

AWMA™, CRPC™

Financial Advisor
704.987.4019
Badin Thomas
Officer, Wealth Management Client Associate
704.987.4156
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.
Kelly Siglinger
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1530990
Adrian Pryor
Wealth Management Banking Specialist
Merrill
Louis Li
Alternative Investments Regional Specialist
Merrill
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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Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.