Marjorie Carlson

Relationship Manager at Capital Investment Counsel, LLC.

Marjorie Carlson has worked as a Relationship Manager at Capital Investment Counsel, LLC since November 2023. Prior to that, Marjorie held roles such as Analyst and Relationship Manager at Goldman Sachs Personal Financial Management. Marjorie also served as a Client Service Manager at United Capital Financial Advisers, LLC. Marjorie began their career as a Senior Trust Processor at TD Ameritrade in May 2000.

Location

Denver, United States

Links


Org chart

No direct reports

Teams

This person is not in any teams


Offices


Capital Investment Counsel, LLC.

Capital Investment Counsel provides considerable experience to serve our clients. We are true wealth advisors, offering personal financial service, objective investment guidance, and keen insight to assist clients with many aspects of their financial life.


Employees

1-10

Links