Patrick Carlson

Patrick Carlson has a diverse work experience in the legal and financial field. Patrick currently works at Vanilla as a Product Counsel. Prior to that, they held the position of Vice President, Wealth Services at Adviser Investments from 2019 to 2023. Patrick also worked at WealthCounsel, LLC as a Practice Development Manager and Practice Development Mentor from 2014 to 2019. In these roles, they were responsible for overseeing legal marketing, practice building, and practice management products and services for estate planning attorneys. Patrick also provided education, training, mentoring, and practice tools to help attorneys improve their client relationships and implement effective marketing strategies. Before that, Patrick worked as an Estate Planning and Tax Attorney at the Law Office of Meilman & Costa, P.C., where they helped clients protect their families and assets through comprehensive estate planning and provided legal advice on small business matters. Patrick also worked as an Estate Planning, Probate, and Tax Attorney at Carlson & Copeland, where they focused on estate planning, probate and trust administration, and tax preparation for small business owners. Patrick's educational background includes being a Graduate Tax Student at the University of Florida.

Patrick Carlson earned their Bachelor of Arts degree in Economics and German from the University of Oklahoma in 2005. Patrick then went on to pursue a Juris Doctor degree from the University of Oklahoma College of Law, which they completed in 2009. From 2009 to 2010, Patrick pursued further specialization in the field of Taxation by completing an LL.M. degree at the University of Florida - Fredric G. Levin College of Law.