Karla Avecillas
Karla Avecillas, AAMSTM Senior Registered Client Service Associate

In any of her endeavors, Karla sets excellence as her goal, an important trait in meeting the diverse responsibilities in her role as a senior registered client service associate. These tasks include the fulfillment of requests from the practice’s financial advisors and their clients, the daily operations of the practice and the creation of portfolio reports and analysis.

Through each of these duties, she works to elevate the client experience, building long-lasting relationships with care, sincerity and diligence as their foundation. She sees her role in helping people pursue their most important life goals as both an honor and a privilege, and she strives to be her best every day.

Karla was attracted to financial services from her desire to help others, recognizing that finances are a crucial tool in fulfilling great aspirations. She earned a Bachelor of Business Administration degree in marketing from Florida Atlantic University with a minor in accounting. She has also earned the Accredited Asset Management SpecialistSM designation, a financial training program with a specific focus on asset management and investments.

Outside the office, Karla volunteers with various community outreach programs throughout the South Florida area.

Karla is originally from Guayaquil, Ecuador, and currently lives in Davie.

AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.