John C Carlos

John is a member of a select group of advisors who are affiliated with Northwestern Mutual known as the Estate Strategies Group. John provides fee based planning services to successful families, including many business owners. John first became affiliated with Northwestern Mutual in 1999 when he became the Director of Planning and Estate Strategies for the Pittsburgh office. 

Prior to being affiliated with Northwestern Mutual, John practiced law for 10 years with two large Pittsburgh Law Firms. As a practicing lawyer he concentrated in the areas of Estate and Business Planning. Prior to practicing law, John worked with the accounting firm of Touche Ross & Company as a tax advisor to individuals and closely held businesses.

Education & Degrees

• University of Pittsburgh School of law  - Juris Doctor
• University of Notre Dame - B.A. Economics and History, Cum Laude

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.