Investments Financial Advisor Information Chad Carlson

Chad Carlson joined Delta Trust Investments as a financial advisor in April 2001. Chad's practice focuses on investment management for families, as well as public and private institutions.

Additionally, Chad advises physicians and business owners and directors in the establishment and review of retirement and benefit plans, as well as business continuation and exit-planning strategies. Chad also serves as an insurance advisor with Delta Trust's insurance company, holding licenses in all personal lines: health, life, and long-term care; as well as property and casualty. Chad is a contributing writer for The Arkansas Medical News and has been a featured commentary writer for the business weekly, Arkansas Business.

He earned a bachelor's degree from Baylor University in Waco, Texas. Chad lived in Richmond, Virginia, where he was a Regional Director for a non-profit corporation and private foundation.

He has served our community as an Ambassador of the Little Rock Regional Chamber of Commerce. He serves presently as the Director of the Arkansas Baylor Network, a member of ACH's Professional Advisory Council, Catholic High School Foundation Board, and the 2006 Little Rock Marathon Solicitations Committee. Chad is completing his term as an executive committee member of The Kingdom Missions Fund, a non-profit affiliate of The Arkansas Baptist Foundation.

Contact Information:

Chad Carlson
Financial Advisor
Delta Trust Investments
16600 Chenal Parkway
Little Rock, AR 72223
501-975-4010 (Telephone)
501-975-4009 (Fax)
Chad Carlson (E-mail)