John C Carlos

Estate & Business Planning Specialist

Professional

John is a member of a select group of advisors who are affiliated with Northwestern Mutual known as the Estate Strategies Group.  As a member of the Estate Strategies Group, John is permitted to provide fee based planning services to business owners and families.    John first became affiliated with Northwestern Mutual in 1999 when he became the Director of Estate and Business Planning 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. 

John is a featured speaker for professional organizations on topics of Estate, and Business Planning. John served on a panel of advisors at Northwestern Mutual’s annual meeting of its Fee Based Planners discussing the services that he provides to business owners. John has been a guest on the national television show “Fox on Money” to discuss charitable planning and on local radio shows to discuss tax law changes and estate planning. 

Education & Degrees

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

Professional Affiliations

  • Member, Pennsylvania Bar Association
  • Member, Allegheny Bar Association

 

John, his wife Gina and their two daughters, reside in Pittsburgh, Pennsylvania.

  

 

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