Carla Jackson

Carla Jackson has over 20 years of experience in the finance industry. Carla began their career at Edward Jones, where they served as a Senior Product Specialist in both Fixed Income Marketing and Equity Trading. During their time at Edward Jones, Carla conducted presentations to clients and prospects, trained new financial advisors, and established a call center and service desk.

Carla then joined Morgan Stanley Smith Barney as a Regional Development Officer, where they directed wealth management and advisory practice management training for financial advisors. Carla trained 400 financial advisors and played a significant role in integrating 450 financial advisors into the region.

After Morgan Stanley, Carla joined US Trust as a Vice President and Portfolio Manager. Carla managed investment accounts representing 32 client relationships, generating fees and revenue of $980,000 per year.

Currently, Carla is working as a Senior Vice President and Senior Portfolio Manager at First Bank. Carla manages discretionary and non-discretionary investment portfolios for high net worth clients, with assets under management totaling $290 million. Carla oversees over 275 investment accounts and maintains 120 client relationships.

Carla Jackson has an MBA from Washington University in St. Louis - Olin Business School. Carla also holds a BA in Social and Behavioral Sciences from The Johns Hopkins University.