Carson Wolf

Servicing Advisor

Carson joined Walser Wealth as a Servicing Advisor when he learned that the firm specializes in investing through a tax lens and emphasizes risk mitigation. He is from St. Petersburg where he graduated from the College of Business at University of South Florida. Carson became interested in investing at an early age and decided to follow in the financial advising footsteps of others in his family. He holds a 2-15 insurance license and a series 65 Investment Advisor Representative license. His diverse technical and professional experience allows him to create great relationships with clients from all backgrounds. Carson enjoys spending much of his time outdoors including offshore fishing in the Gulf, playing rounds of golf with friends, and camping.

  • University of South Florida

  • 2-15
  • Series 65

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