Angela Carlson

 

Your Financial Professional

Angela joins Canandaigua National Trust Company of Florida with over 19 years of experience in the wealth management and financial services industry. She builds lasting relationships with clients and their families. She utilizes a holistic and comprehensive approach to wealth management and financial planning. Her primary goal is to give clients peace of mind by providing the tools and information necessary to make educated and informed choices to achieve their financial goals.

A native of Vermont, Angela moved to Lakewood Ranch, Florida in 2018 where she lives with her husband and their three rescues. Angela enjoys the active outdoor lifestyle living on the Gulf Coast provides. She loves to read and is a member of two local book clubs. Her newest hobby is amigurumi crochet.

Professional Affiliation

Member, Financial Planning Association of the Suncoast, 2023 - Current
Member, Southwest Florida Estate Planning Council, 2023 - Current
Member, Charitable Gift Planners of Southwest Florida, 2023 - Current
Board of Directors, Humane Society at Lakewood Ranch, 2019 – Current
Co-Chair Putts Fore Mutts & Racquets for Rescues, ’21, ’22, ‘23
Board of Directors, Siesta Key Chamber of Commerce, 2022 – Current
Member, Finance Committee – Sisterhood For Good Giving Circle, 2021 – Current
Member, Successful Women Aligning Together (SWAT) – 2021 – Current
Board of Directors (Finance Chair & Treasurer), Second Chance Animal Center, 2011 – 2018
Finance Committee, Bennington County Habitat for Humanity, 2014 – 2018

Education & Designations

BA, Psychology – University of Vermont, 1997
MBA, Organizational Leadership – Norwich University, 2012
Certified Financial Planner™ (CFP®) - 2015
Chartered Financial Consultant (ChFC®) – 2016
Accredited Investment Fiduciary (AIF®) – 2016