Carl Carlos, Jr.
Vice President, Financial Advisor
Contact Carl
Team Office
Carl’s Locations
Dallas, TX 75254 (972) 335-8000
About Carl
Carl brings 25 years of experience in the investment business to his current position as a financial advisor with Wealth Enhancement Group. He employs a comprehensive, solutions-focused approach to help his clients realize their long-term financial goals with portfolio management, risk management, retirement planning (including IRAs, 401(k)s), estate planning, 529 education savings plans and more.
Carl is a native of Houma, Louisiana and is currently based in Dallas, Texas. When not in the office, he enjoys wood construction, electrical work, tending his farm and cooking for his family.
Education
- JD, Mississippi College School of Law
- BS - Business, Nicholls State University
What we’re thinking about
How Can I Start Saving for Retirement?
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.