Carla Insinga

Carla Insinga

Client Services Manager

Behind the Desk

Carla is a seasoned Client Service Manager known for her exceptional ability to build strong and lasting relationships with clients. With a keen understanding of their needs and aspirations, she provides unwavering support and guidance to ensure their financial success.

As 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. 

Carla's dedication to helping clients reach their financial goals is evident in her personalized approach and commitment to excellence. Her innate ability to connect with people, coupled with her expertise in financial management, makes her an invaluable asset to the team.

Carla has a BA from Liberty University in Accounting with a minor in Business Management. 

Licenses

  • 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 husband, daughter, and dogs. 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.