Brian G. Carlson | Financial Advisor

Brian G. Carlson is a graduate of Gordon College with a BA in Finance and Business Administration. Prior to joining Grimes & Company, he worked for Natixis Global Asset Management. He has held various roles within the financial services industry ranging from back office trade settlement to institutional relationship management. Brian enjoys working with clients to create customized solutions to achieve their long term investment goals and is a member of the Financial Planning Association of Massachusetts.