Carl Watkins CFP®, CDFA™, AIF® in

Carl Watkins CFP®, CDFA™, AIF®

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Director, Senior Wealth Advisor at Mariner Wealth Advisors
📍 North Port-Sarasota Area, United States

Carl is a Director and Senior Wealth Advisor at Mariner Wealth Advisors, where he develops comprehensive wealth plans. He holds specialized credentials as a Certified Divorce Financial Analyst (CDFA™) and an Accredited Investment Fiduciary (AIF®) and earned his BS from Florida State University.

Outside of his professional role, Carl is actively engaged in his community. He is involved with the Leadership Sarasota program, demonstrating a commitment to fostering local leadership and development within the Sarasota area.

He has unique expertise in helping clients navigate the financial complexities of divorce, a specialty supported by his CDFA™ designation.

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Experience
16 Years
Current Role
Director, Senior Wealth Advisor
Job Level
Senior
Location
North Port-Sarasota Area, United States
Personality Overview

How Carl shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Carl cares about

Holistic Wealth Planning
He focuses on creating "360° wealth plans" that integrate tax, insurance, and estate planning services to meet client goals.
Divorce Financial Planning
As a Certified Divorce Financial Analyst (CDFA™), he has a specialized practice helping clients manage the financial aspects of divorce.
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Career

Work history

8-2021
Director, Senior Wealth Advisor
Mariner Wealth Advisors
1-2020 - 8-2021
Director Of Financial Planning
Allegiant Private Advisors
1-2018 - 8-2021
Principal
Allegiant Private Advisors
9-2015 - 8-2021
American Veterinary Medical Association Group Health & Life Insurance Trust
Allegiant Private Advisors
10-2014 - 9-2015
Certified Financial Planner
Kerkering Barberio Financial Services
In the press

Media appearances

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Education
2010 - 2012
CERTIFIED FINANCIAL PLANNER CERTIFICATION PROGRAM
Florida Atlantic University
2002 - 2006
BS
Florida State University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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