Carlton Advisors, LLC
Registered Investment Advisor
Phyllis H. Carlton, CFP®
2875 Marylhurst Dr. Suite 100
West Linn, Oregon 97068
Phone: 503.704.4566
Fax: 503.635.6668
phyllis@carltonadvisors.com
Fee-only financial planning & advisors
Phyllis H. Carlton, CFP® - Registered Investment Advisor
Phyllis Carlton has helped families and businesses meet their financial goals for 30 years. Experience includes Commercial and Private Banking, Portfolio Management, Retirement, and College Planning. Prior to founding Carlton Advisors, Phyllis was a Vice President and Principal with Seafirst Investment Counselors (Bank of America).
A graduate of the University of Washington School of Business Administration (Finance and Accounting) and Pacific Coast Banking School, Phyllis is a Certified Financial Planner, and a NAPFA-Registered Financial Advisor. Phyllis is an active member in the Financial Planning Association of Oregon and Southwest Washington.
