Edward Carlson has been a provider of financial services for 30 years mostly serving the CNY community. He has 20 years of Banking experience and 10 years as a Financial Advisor. Ed is a general securities representative and an investment advisor representative. He is also a licensed life, health, and variable annuity agent in New York.
Ed entered the financial services field as a bank teller in 1991 for Marine Midland Bank. In 1995 he moved to Nantucket Massachusetts and work for Pacific National bank in the deposit services department. In 1996 Ed moved back to the Central New York area and worked for Empire Federal Credit Union. There he was as a Financial Services Representative and was promoted to Supervisor and then Manager. In 2002 Ed started with KeyBank as a branch Manager for his hometown office. In 2012 he switched roles to a Financial Advisor for Key Investment Services. In 2021 Ed started as a Financial Consultant for Visions Investments, LLC the O’Connor group.
Ed has volunteered in his community on the Marcellus Village planning board for 5 years. He is currently a coordinator for Marcellus Youth basketball.
When not at the office, Ed can be found on the golf course, playing basketball, or running in his hometown community.