Carli joined ML&R Wealth Management in the Spring of 2018. As an Investment Advisor Representative and Certified Financial Planner (CFP®), she assists clients in developing long-term investment strategies while creating investment portfolios designed to achieve their financial goals and objectives.
Carli began her career in investments in 2007 and since then has held various positions within the institutional space including roles within portfolio management, operations, client servicing, and client education. The majority of her career has been spent at Dimensional Fund Advisors, a global investment management firm headquartered in Austin, TX. Starting in 2011, Carli held a position in Portfolio Management, working as an analyst on the U.S. Equities team. In 2013, she transitioned to a team that focused on the development and education of various retirement solutions designed for Dimensional’s institutional and advisor clients.
- Wealth Management
- Investment Management
- Financial Planning
- Education & Estate Planning
- Retirement Planning
- 401(k) & 403(b) Retirement Services
- Institutions & Nonprofits
The University of Central Florida
BSBA in Finance with a concentration in investments
- CERTIFIED FINANCIAL PLANNER ™