Legacy and Wealth Planning
Carl P. Whaley
Carl is an associate director of Legacy and Wealth Planning in Abbot Downing’s Minneapolis office, providing multigenerational family wealth planning services for ultra-high-net-worth clients of Abbot Downing. Prior to joining Abbot Downing in 2016, Carl spent 10 years as a senior wealth planner with Wells Fargo Private Bank in Minneapolis serving the Great Lakes region. Carl has been in the financial services industry for more than 30 years.
Before joining Wells Fargo in 2006, Carl spent over 10 years with KPMG, LLP, an international public accounting firm providing tax and personal financial planning services to executives, business owners, and high-net-worth individuals and their families.
Carl earned his bachelor of science degree in economics and a minor in political science from the University of Minnesota, Twin Cities. He is a CFP® professional and an Internal Revenue Service Enrolled Agent. Carl is a member of the Minnesota Society of Certified Public Accountants and the Financial Planning Association. He is also a Wells Fargo business succession specialist.
Carl makes his home in Minneapolis, Minnesota.