Carla Rae Bailey,

With more than 19 years of experience in financial planning and investment management, Carla Bailey has the accumulated knowledge and perspective to help you with your financial goals. Carla understands the dynamics of wealth, how to balance complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Carla will be with you every step of the way, offering sound advice and customized financial strategies designed specifically for you.

Carla endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. Her investment process takes into account your investing experience, your expectations for returns, your tolerance for risk and the performance of your investments.

Based on what she learns about you and your goals and an analysis of the current financial markets, Carla designs a customized investment strategy based on your needs. She then takes the time to explain her recommendations and, once you are comfortable with your new plan, Carla puts it into action and seeks opportunities to adapt to life changes and new goals.

Carla began her career in financial services in 2006 and previously spent 19 years with Edward Jones and LPL Financial. Today, Carla provides financial and estate planning through the use of equities, fixed income securities, managed money and 529 education savings plans and more through Raymond James.

A native of Austin, Texas, Carla resides in Mounds, Oklahoma. Away from the office, Carla also enjoys spending time with family, woodworking and knitting. She is an avid sports fan, loyal and true to her alma mater. She is also a member of Evergreen Baptist Church.