Grinnell Wealth Management welcomes wealth advisor Paige Carlson

Paige Carlson, Associate Vice President of the Wealth Management Division at Grinnell State Bank/

     Grinnell State Bank President, CFO and CTO, F. Austin Jones, and the Grinnell State Bank Board of Directors announces the addition of Paige Carlson, CFA, CAIA as Associate Vice President of the Wealth Management Division.
    Carlson holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations and has 17 years of investment management experience. Between working for a college endowment and being part of a family-owned business, she is passionate about helping both families and small businesses maximize their growth and reach their goals.  She enjoys digging deep into the complexities that small businesses face such as retirement plans, tax-efficient strategies, and succession planning. Paige’s investment background and extensive nonprofit endowment experience uniquely position her to serve nonprofits and charitably inclined individuals.
     Carlson, a graduate of Montezuma High School, holds a Bachelor of Arts degree in Economics from Grinnell College. Prior to her transition to financial advisory services in 2023, Paige worked as an Associate Director of Investments for Grinnell College’s $3 Billion endowment.
     Carlson has been active in the community through her involvement with Mayflower Homes, Inc., the Lynnville Public Library, and Grinnell College’s Phi Beta Kappa chapter, Beta of Iowa.
       “I’m excited to use my finance and investment background to help individuals and families maximize their financial potential,” noted Carlson.
       Carlson resides in Lynnville with her husband, Adam, and two children, Trace and Lola.
      She is currently accepting new clients. Please stop in and see her at Grinnell State Bank or call 641-260-2496 to schedule an appointment.