Jeffrey Carson Email & Phone Number
Senior Vice President - Lead Wealth Strategist and Senior Fiduciary Officer @ Diversified Trust
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Jeffrey Carson Location
- Naples, FL, US
Jeffrey Carson Work
- 2018 -now Senior Vice President - Lead Wealth Strategist and Senior Fiduciary Officer @
- 2016 -2018 Senior Vice President - Senior Trust Officer @
- 2014 -2016 Of Counsel @
- 2007 -2014 Vice President - Wealth Advisory Services @
- 2003 -2005 Assistant Legal Counsel @
- 2000 -2003 Attorney @ Page Kruger & Holland p.A
Jeffrey Carson Education
- University of Miami
Master Of Laws
2006-2007 - Mississippi College
Doctor Of Jurisprudence (Law)
1997-2000 - University of Mississippi
Bachelor Of Arts (English, Political Science)
1991-1995
Jeffrey Carson Skills
- Financial Services
- Leadership
- Estate Planning
- Estate Administration
- Litigation
- Insurance
- Elder Law
- Trust
- Wealth Management Services
- International Tax Consulting
- Tax
- Legal Writing
- Investments
- Negotiation
- Strategic Planning
- Strategy
- Probate
- Asset Protection
- Wealth Management
- Trust Administration
- Charitable Gift Planning
- Asset Managment
- Multi Generational Wealth Transfer
- High Net Worth Individuals
- Estate Settlement
- Civil Litigation
- Real Estate
- Risk Management
- Asset Management
- Legal Research
- Trusts
- Corporate Law
- Wealth
- Contract Negotiation
- Special Needs Trusts
- Philanthropy
- Investment Management
- Trust Services
Jeffrey Carson Summary
- Jeffrey Carson, based in Naples, FL, US, is currently a Senior Vice President - Lead Wealth Strategist and Senior Fiduciary Officer at Diversified Trust. Jeffrey Carson brings experience from previous roles at u.s. Trust, Vasallo Sloane, p.l., Northern Trust Corporation and Southern Farm Bureau Life Insurance Company. Jeffrey Carson holds a 2006 - 2007 Master Of Laws @ University of Miami. With a robust skill set that includes Financial Services, Leadership, Estate Planning, Estate Administration, Litigation and more. Jeffrey Carson has 4 emails and 1 mobile phone numbers on RocketReach.
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