Carl began his career with Equitable Life of NY. Shortly thereafter he added his securities licenses. After a stint with American Mutual Insurance Co. of Wakefield, MA, he became an independent representative and headed up Travers Financial Services. Since that time he has helped clients with their life insurance, retirement and planning needs at 511 Financial. Carl is a registered representative of The Investment Center, Inc.; a growing and successful broker-dealer founded over 30 years ago.
Carl has previously held a number Board of Directors positions with organizations such as the Webster-Dudley Chamber of Commerce, Webster-Dudley Rotary Club, the United Way, Professional Insurance Agents of New England, The Gift of Life New England , and South Charlton Reservoir Association.
Carl graduated cum laude from the U. Mass Amherst. He has previously instructed insurance and securities licensing educational programs. In his spare time Carl enjoys travel, boating, fishing, and time at the lake with his wife Annie.