Carl P. Carlos, Jr. is a financial advisor with XO Wealth Asset Management. While focusing his business on his clients’ individual financial objectives, Carl believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with personal attention and a commitment to his clients’ best interests, that sets Carl apart.
Carl is dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, he is able to gain a comprehensive understanding of your needs and goals. Carl works hard to enhance and preserve your investments, while assisting you in realizing your goals through long-term financial solutions using portfolio management, risk management, retirement planning (including IRAs, 401(k)s), estate planning, 529 education savings plans and more.
A native of Houma, Louisiana who currently works in Dallas, Texas, Carl graduated from college with a business degree and a love for economics. After then receiving his law degree, he turned his focus back to economics, which he continues to apply today. When not working, Carl enjoys wood construction, electrical work, tending his farm and cooking for his family. Carl has been in the investment business for over 20.