John C. Carlos Email & Phone Number
Estate and Business Planning Advisor and Wealth Management Advisor @ Northwestern Mutual
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John C. Carlos Location
- Pittsburgh, PA, US
John C. Carlos Work
- 1999 -now Estate and Business Planning Advisor and Wealth Management Advisor @
- 1997 -1998 Shareholder @
- 1988 -1997 Shareholder @ Dickie McCamey & Chilcote, PC
- 1985 -1988 Tax Advisor @ Touche, Ross & Company
John C. Carlos Education
- University of Pittsburgh School of Law
J.D. (Law)
1982-1985 - University of Notre Dame
Bachelor of Arts (in Economics and History)
1978-1981 - Gettysburg College 1977-1978
John C. Carlos Skills
- Estate Planning
- Banking
- Fixed Annuities
- Insurance
- Retirement Planning
- Portfolio Management
- Investments
- Investment Advisory
- Asset Allocation
- Wealth Management
- Life Insurance
- Mutual Funds
- Business Planning
- Strategic Financial Planning
- Disability Insurance
- Private Equity
- Small Business
- Strategic Financial
- Due Diligence
- Retirement
- Series 7
John C. Carlos Summary
- John C. Carlos, based in Pittsburgh, PA, US, is currently a Estate and Business Planning Advisor and Wealth Management Advisor at Northwestern Mutual Financial Network. John C. Carlos brings experience from previous roles at Klett Rooney Lieber & Schorling, Dickie McCamey & Chilcote, PC and Touche, Ross & Company. John C. Carlos holds a 1982 - 1985 J.D. in Law @ University of Pittsburgh School of Law. With a robust skill set that includes Estate Planning, Banking, Fixed Annuities, Insurance, Retirement Planning and more. John C. Carlos has 2 emails and 2 mobile phone numbers on RocketReach.
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