Roy N. Carlson gained experience in financial services as the Investment Specialist in the South Florida region for a major financial services firm.  His responsibilities included teaching and training hundreds of Financial Advisors the essentials of investing, implementing asset allocation strategies for high net worth clients, and implementing corporate educational programs.  Roy has been an independent Wealth Manager and Branch Supervisor since 1996 and supervises offices in North Carolina, Florida, and Ohio.  His licenses include Series 7, 24, 63, 65, and Health Life & Variable Annuity.