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Ann Carson

Sr. Client Service Manager, WealthPlan Financial Group
Phone: (704) 716-3421

Ann began her career with the Charlotte Agency for Pilot Life Insurance Company in September, 1976 and is proud to be the most senior staff member.

Ann’s primary responsibility for WealthPlan Financial Group is as Office Manager and securities business liaison. She works closely with WealthPlan’s new registered reps to help them transition their business to Lincoln Financial Securities and with current reps to process their securities transactions. She acts as the “Go-Between and/or Go To Person” when issues or questions arise. She also takes the lead with assisting clients with any policy service related issues.

Ann is a graduate of the University of North Carolina at Charlotte and avidly follows Charlotte’s sports teams. She also enjoys spending time with her daughter, son-in-law and two grandchildren in Tucson, AZ. She is a native North Carolinian and currently lives in Harrisburg, NC.