Client Services Manager
Behind the Desk
Carla is the Client Service Manager for Elizabeth Leventis as well as for the team at Arrow & Bow. She spends her days meeting with clients and helping them put their financial plans into action. One of her favorite aspects of the job is getting to know each and every client. She strives to provide the best customer service for clients and support for her team.
Carla has a BA from Liberty University in Accounting with a minor in Business Management.
- Series 6*
- Series 63*
*Held with LPL Financial
Out of the office
In her free time, Carla enjoys woodworking, remodeling her home and spending time outside with her daughter and her dog. She loves road tripping to her hometown, Salem, VA to visit family.
In the Community
Carla loves serving as a greeter at her local church as well as volunteering in her local community.