Carla has worked in the financial services industry for over 20 years, joining Milowe Wealth Management Group of RBC Wealth Management in September 2024. Carla’s primary role is to help ensure that the needs of each client are supported thoroughly, expediently and professionally. Through effective communication with clients, Carla processes and handles all client administrative concerns, including portfolio management, account presentations, quarterly reporting, account administration and new account establishment.
Carla graduated from Monroe College where she majored in accounting. She passed the Series 7, 63 and 65 exams and earned RBC’s Associate Planning Professional designation in June 2026.
Carla moved from New York to Massachusetts in 2019 and resides in Needham, Massachusetts, with her son, David. In her spare time, she enjoys playing cornhole, taking yearly trips to Curacao, going on Caribbean cruises and spending time with her French bulldog, Bo Jangle.
