As an experienced financial services professional, Carla has spent over 20 years delivering unparalleled service and guidance to her clients. Carla provides the SSG Executive Advisory Group the operational support necessary for the growth of the business coupled with unmatched proficiency of the Raymond James systems.
Carla became a member of the SSG Executive Advisory Group in 2017. Prior to joining SSG, Carla served on the Kipple Wealth Management team for 9 years at Raymond James, Saxony Securities and Wells Fargo Advisors. Her experience has touched all aspects of the business from Registered Sales Associate to Vice President of Operations. Earlier in her career, Carla was also a Performance Analyst at CMS Companies.
Carla holds the Series 7 license, and attended Burlington County College. She is an active member of St. Mary of the Lakes Church and ongoing volunteer for the Medford Parent Teacher Association.
Raymond James is not affiliated with the mentioned organizations.