Wealth advice for your life's goals

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Retired couple

William Jeffrey Carlton

Senior Vice President–Wealth Management

Jeff has been in the financial industry since 1982 and focuses on working with institutional and individual clients requiring consulting services, qualified retirement plans and Executive/Employee Benefit Plans. The Carlton Group believes that our relationship with our clients transcends mere professional services. We take the time to get to know you and understand your financial needs and goals. The Carlton Group is committed to providing a high level of customized service, knowledge and financial advice to our clients. We define our success by our clients' success.

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • IL
  • KS
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NJ
  • NY
  • OH
  • PA
  • SC
  • SD
  • TX
  • UT
  • VA
  • WA
  • WI

  • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Bachelor of Business Degree in Management and Marketing with a Minor in Economics, James Madison University

Credentials

  • Certified Investment Management Analyst®
1800 Tysons Blvd
5th Floor, Suite 550
Mclean, VA 22102
  • (703) 734-8480

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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As of 06/30/2022

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