Richmond, VA

Meet Your Team in Richmond, VA

Carlson Financial came to Richmond, one of America’s oldest major cities and the state capital of Virginia, in 2015. Located on the James River, this beautiful city is rich in history and offers a wide variety of museums, restaurants, and things to do. Carl is the Featured Financial Resource of WWBT NBC Channel 12. You can catch the Carlson Financial Minute every Wednesday and Sunday during the 6:00 p.m. newscasts. He is also live with Heather Sullivan during the 4:00 p.m. newscast on most Tuesdays for their Taking Action for your Money segment. Our office is located at the corner of Twin Hickory and Nuckols Road, near Innsbrook and close to the post office, the YMCA and Deep Run High School.

Anna Carlson

Anna Carlson

Financial Advisor

BIO

Anna has been with Carlson Financial since 2012. As a financial advisor, she meets with clients to develop strategies and make recommendations for building and protecting clients’ assets. Anna enjoys establishing great relationships with each client, as these relationships are what truly make us partners to our clients. In her spare time, Anna spends most of her time with family and friends. While she doesn’t enjoy losing to her mother (Kay Lyn) playing cards (especially Nertz), she does enjoy beating her in Yahtzee approximately 28% of the time.

Carl Carlson

Carl Carlson

Senior Wealth Advisor, CLU, CEO

BIO

Carl brings more than 25 years of experience in the financial industry, including 10 years of experience in wealth management and insurance. He graduated Summa Cum Laude with a bachelor’s degree in finance from the University of Houston. Carl founded Carlson Financial after becoming frustrated with the lack of honesty and transparency he saw in the financial services industry. His goal was and continues to be to put the client’s (and not the company’s) interests first. He makes it his personal mission to maximize our clients’ incomes while protecting and preserving their nest eggs. Carl is the featured financial resource for four TV stations and is a frequent speaker; covering an array of financial topics, issues, and opportunities for those nearing and in retirement. He and his wife, Kay Lyn, have been married for over 35 years and they have three children: Emily, Anna and Ethan.

Dan Moylan

Dan Moylan

Chief Investment Officer

BIO

Dan has over 25 years of experience in market analysis and system development for business finance, marketing, data systems and investments. He graduated from Colorado State University with a Bachelor of Science Degree. While managing his own investments business, he innovated a system to measure the impact that market momentum and trends have on price in the financial markets. He believes these technical indicators give us a picture of the fundamentals and psychology that drive the share price. Dan and his wife, Penny, live in Topeka, Kansas, and have been married over 20 years. They have three children and enjoy family summer vacations to the beach and winter snow skiing in Colorado.

Emily Carlson

Emily Carlson

Marketing Director

BIO

Emily has been with Carlson Financial since 2016, but she has been a Carlson since 1989. She earned her Bachelor of Arts degree in Psychology with a minor in Spanish and Women’s Studies from Kansas State University. Emily oversees setup and coordination of all Carlson Financial events; from dinner seminars to Wine & Wisdom client events. Her creative design and attention to detail make each event a signature Carlson Financial experience for our clients and guests. When she is not working, Emily enjoys reading, shopping, and spending time with her family and friends.

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Past Events › Richmond, VA

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September 2018

Virginia Elite Private Yacht

September 21, 2018 @ 5:15 pm
|Recurring Event (See all)

One event on September 21, 2018 at 5:15pm

Virginia Elite Private Yacht, 333 Waterside Dr.
Norfolk, VA 23510 United States
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Elite Cruises Sept 1 - Virginia Elite Private Yacht

We look forward to you joining us for this exclusive event. To secure a spot please go to https://portal.rme360.com/Rsvp/382700?preview=True to sign up online, give us a call at 844-CARLSON (844-227-5766) or click Find Out More below!

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Shula’s Steak House

September 26, 2018 @ 6:30 pm - September 27, 2018 @ 6:30 pm
|Recurring Event (See all)

An event every week that begins at 6:30pm on Wednesday and Thursday, repeating until October 4, 2018

Shula’s Steak House, 12042 W Broad St
Richmond, VA 23112 United States
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Shula s Sept Oct 1 - Shula's Steak House

We look forward to you joining us for this exclusive event. To secure a spot please go to https://portal.rme360.com/Rsvp/383063?preview=True to sign up online, give us a call at 844-CARLSON (844-227-5766) or click Find Out More below!

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Shula’s Steak House

September 27, 2018 @ 6:30 pm - September 28, 2018 @ 6:30 pm
|Recurring Event (See all)

An event every week that begins at 6:30pm on Wednesday and Thursday, repeating until October 4, 2018

Shula’s Steak House, 12042 W Broad St
Richmond, VA 23112 United States
+ Google Map
Shula s Sept Oct 1 - Shula's Steak House

We look forward to you joining us for this exclusive event. To secure a spot please go to https://portal.rme360.com/Rsvp/383063?preview=True to sign up online, give us a call at 844-CARLSON (844-227-5766) or click Find Out More below!

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October 2018

Shula’s Steak House

October 3, 2018 @ 6:30 pm - October 4, 2018 @ 6:30 pm
|Recurring Event (See all)

An event every week that begins at 6:30pm on Wednesday and Thursday, repeating until October 4, 2018

Shula’s Steak House, 12042 W Broad St
Richmond, VA 23112 United States
+ Google Map
Shula s Sept Oct 1 - Shula's Steak House

We look forward to you joining us for this exclusive event. To secure a spot please go to https://portal.rme360.com/Rsvp/383063?preview=True to sign up online, give us a call at 844-CARLSON (844-227-5766) or click Find Out More below!

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Shula’s Steak House

October 4, 2018 @ 6:30 pm - October 5, 2018 @ 6:30 pm
|Recurring Event (See all)

An event every week that begins at 6:30pm on Wednesday and Thursday, repeating until October 4, 2018

Shula’s Steak House, 12042 W Broad St
Richmond, VA 23112 United States
+ Google Map
Shula s Sept Oct 1 - Shula's Steak House

We look forward to you joining us for this exclusive event. To secure a spot please go to https://portal.rme360.com/Rsvp/383063?preview=True to sign up online, give us a call at 844-CARLSON (844-227-5766) or click Find Out More below!

Find out more »

November 2018

Buckhead’s Restaurant & Chop House

November 19, 2018 @ 6:30 pm - November 20, 2018 @ 8:30 pm
rva1 - Buckhead's Restaurant & Chop House

Join Carl Carlson for a complimentary dinner at Richmond's Buckhead's and bring a friend. Click the invitation to register - Hope to see you there!

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January 2019

Complimentary Dinner Event @ Fleming’s

January 7 @ 6:30 pm - 8:30 pm
Fleming’s Steakhouse, 9200 Stony Point Pkwy
Richmond, VA 23235 United States
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ric1 1 - Complimentary Dinner Event @ Fleming's

Join us on January 7th or 8th for a complimentary dinner at Fleming's Steakhouse! Learn more about your financial future in the new year and beyond! Bring a friend and reserve your seats today. We hope to see you there!

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February 2019

Dinner Event at Dover Hall Castle

February 18 @ 6:30 pm - February 20 @ 6:30 pm
Dover Hall Castle, 1500 Manakin Rd
Manakin-Sabot, VA 23103 United States
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dover3 - Dinner Event at Dover Hall Castle

Click the invitation above to register today! You and your guests are cordially invited to join us for a Complimentary Executive Chef Dinner & tour of Dover Hall estate! We will show you new strategies that the wealthy are using to avoid the devastation of taxes and market crashes. Utilizing the latest approaches for today’s economy, we’ll show you how to eliminate any unnecessary taxation of your assets, generate income and limit your overall market risk – all while enjoying…

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April 2019

Join us for Dinner and a tour of Dover Hall

April 1 @ 6:30 pm - April 3 @ 6:30 pm
Dover Hall Castle, 1500 Manakin Rd
Manakin-Sabot, VA 23103 United States
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dover2 - Join us for Dinner and a tour of Dover Hall

Join us April 1st, 2nd, or 3rd for dinner at Dover Hall and a tour of the Dover Hall Castle. RSVP today to reserve your seats!

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May 2019

Dinner and Tour of Dover Hall Castle

May 13 @ 6:30 pm - May 15 @ 6:30 pm
Dover Hall Castle, 1500 Manakin Rd
Manakin-Sabot, VA 23103 United States
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dover12 - Dinner and Tour of Dover Hall Castle

Join Carl Carlson for dinner at Dover Hall Estate. Learn the basics of what you need to consider when planning for retirement, adjusting your investments, or reducing your taxes.  Free consultations are available at a later date if you want to discuss your personal investment concerns.  Everyone will have the opportunity to tour the Dover Hall Castle after dinner! CLICK HERE or the invitation above to reserve your seats! See you there!

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Carlson Financial.com, Investment Management, Virginia Beach, VA