Daniel Carlson, J.D.*

Director of Planning
LFN National Planning Team

Daniel is a Director of Planning and part of the National Planning Team. In this capacity, he provides subject matter expertise and strategies to preserve and distribute wealth across multiple generations. Prior to joining Lincoln Financial, Daniel advised families and individuals with respect to charitable planning, asset protection, tax, business succession planning, and the general transfer and preservation of wealth for future generations.

Daniel concentrated his studies in the areas of tax and estate planning before earning his Juris Doctor (J.D.) degree from Suffolk University Law School. Prior to attending law school, he attended the University of New Hampshire before graduating with a Bachelor of Science (B.S.) degree in accounting.

*Licensed, but not practicing on behalf of Lincoln Financial Advisors