John H. Carson, MBA

John H. Carson, MBA
Financial Advisor

John-CarsonJohn joined The Preferred Client Group in 2009, bringing 30 years of business experience with John Deere and a passion for helping others secure their financial future. John serves corporate employees and retirees who want unbiased professional advice to help manage their assets and fund their dreams.

He also advises families like his, who have a special member who requires loving care and a thoughtful life plan. John’s daughter Emily has special needs and will require resources after he is gone. Thanks to thoughtful planning, those resources are assured. If you have a similar need, John would be happy to consult with you about your unique family circumstances.

As an independent financial advisor John delivers personalized solutions, which include:

  • Comprehensive Financial Planning
  • Retirement and Estate Planning
  • Portfolio Management
  • Investment and Tax Planning Strategies
  • Life and Long Term Care Protection

John earned a business degree from Iowa State and an MBA from UNC Chapel Hill in 2003. He completed NC State’s CERTIFIED FINANCIAL PLANNER® Education Program in 2008. His association with The Preferred Client Group allows him to deliver a team of experience professionals coupled with his passion for providing a valued relationship to his clients. John has three adult daughters including Emily who resides with John and his wife Hila.