Your Goals and Dreams, Our Guidance
You are pursuing your financial goals and deserve someone who can help you with advice and guidance. I am here to listen and help you plan for your future with confidence. I’m backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. Let me help you develop an investment strategy that is flexible and tracks your goals.
About Us
We want you to be a confident investor so you can work toward your life goals and dreams. We will strive to empower you through customized, goal-oriented investment strategies. Long-term relationships are built on the trust we aim to earn through integrity, hard work and service.
Garrett S. Carlson
- CFP
- First Vice President - Investments
Garrett Carlson, First Vice President-Investments, was a founding member of the Koch Carlson Group in 2013. He is responsible for investment planning activities and day to day portfolio management strategy. He has advanced experience in the areas of option strategy, retirement planning, corporate retirement plans and new issue syndicate offerings.
Garrett joined Wells Fargo Advisors in 2022, coming from Merrill Lynch’s Boca Raton office where he spent over a decade. He holds the CERTIFIED FINANCIAL PLANNERTM, or CFP®, practitioner designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this designation, he had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements. Garrett has also completed extensive post-graduate study at Colombia University’s School of Business with a focus on Investment & Option Strategy.
Garrett joined Wells Fargo Advisors in 2022, coming from Merrill Lynch’s Boca Raton office where he spent over a decade. He holds the CERTIFIED FINANCIAL PLANNERTM, or CFP®, practitioner designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this designation, he had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements. Garrett has also completed extensive post-graduate study at Colombia University’s School of Business with a focus on Investment & Option Strategy.
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Education
- Florida Atlantic University
- Colombia University School of Business
Franz Koch
- AWMA
- Senior Vice President - Investments
Franz Koch is a highly experienced Wealth Management Advisor at Wells Fargo Advisors, with a successful career spanning over 17 years in the financial services industry. He specializes in a range of services including asset management, investment planning, estate planning, business planning and multi-currency strategies, all of which are designed to help his clients achieve their financial goals.
Prior to joining Wells Fargo Advisors, Franz spent 12 years at Merrill Lynch, where he honed his expertise in wealth management and built a loyal client base.
Franz is committed to providing his clients with customized, goal-oriented financial solutions that are tailored to their unique needs and circumstances. He is passionate about building long-term relationships with his clients and takes a comprehensive approach to their investment planning needs. His deep understanding of financial markets and his dedication to staying current on the latest trends and industry developments make him a trusted advisor for clients seeking guidance in navigating complex financial landscapes.
Franz holds a Bachelor of Science in Finance from Florida Atlantic University and is a registered investment advisor.
Prior to joining Wells Fargo Advisors, Franz spent 12 years at Merrill Lynch, where he honed his expertise in wealth management and built a loyal client base.
Franz is committed to providing his clients with customized, goal-oriented financial solutions that are tailored to their unique needs and circumstances. He is passionate about building long-term relationships with his clients and takes a comprehensive approach to their investment planning needs. His deep understanding of financial markets and his dedication to staying current on the latest trends and industry developments make him a trusted advisor for clients seeking guidance in navigating complex financial landscapes.
Franz holds a Bachelor of Science in Finance from Florida Atlantic University and is a registered investment advisor.