Planning, Family Dynamics and Education
Carl P. Whaley
Associate Director of Wealth Planning
Carl Whaley is an associate director of 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 ten years as a senior wealth planner with Wells Fargo Private Bank in Minneapolis serving the Great Lakes region.
Before joining Wells Fargo in 2006, Carl spent over ten 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 has been in the financial services industry for more than 25 years.
Carl earned his bachelor of science degree in economics and a minor in political science from the University of Minnesota, Twin Cities. Carl is a CFP® professional and an Internal Revenue Service Enrolled Agent. He is a member of the Minnesota Society of Certified Public Accountants and the Financial Planning Association. Carl is also a Wells Fargo business succession specialist.
Carl makes his home in Minneapolis, MN.