Broker Check
Tim Carlson

Tim Carlson

Associate | Wealth Management

6106604225

tim.carlson@equitable.com

Tim is a dedicated Financial Advisor who recently joined Franklin Group after having been with Equitable's Retirement Benefits Group since January 2022. He is passionate about utilizing his knowledge and skills to empower his clients, helping them to secure their financial futures and achieve their dreams. With a strong background in Economics and Political Science from Dickinson College, strengthened by his active involvement in the Varsity Men's Lacrosse team, Tim brings a unique blend of analytical skills and team spirit to his role.

At Franklin Group, Tim embodies the core values of competence, value delivery, and trust, ensuring that every client receives tailored financial solutions. He is a Credentialed Holistic Financial Coach, and his commitment to excellence and client satisfaction drives him to continuously expand his practice, providing guidance that encompasses wealth accumulation, protection, and efficient asset distribution. Tim's mission aligns with Equitable's noble purpose of making a meaningful difference in the lives of others.

Residing in Philadelphia, Pennsylvania, and with roots in Bryn Mawr, Tim enjoys staying connected to his community. Outside of his professional pursuits, he is an avid traveler and enjoys staying active, reflecting his dynamic approach to both life and work.