Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
3455 PEACHTREE ROAD N.E.
ATLANTA, GA 30326
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Accessible, knowledgeable and experienced, I am committed to building and maintaining strong client relationships. I am passionate about what I do and I bring that passion to helping every client make what may be the most important financial decisions of their lives.
Carla Wright, CIMA®
Vice President - Wealth Management Advisor
Senior Portfolio Advisor
Highly respected for her integrity and client commitment, Carla has provided personal wealth planning and investment advisory services to families in the Southeast for over twenty years.
A clear understanding of each client's unique financial situation and objectives is at the core of Carla's disciplined advisory process. Then, in collaboration with Merrill and Bank of America specialists, she develops and manages a customized wealth management strategy. Regular conversations and portfolio performance reviews deepen the relationship with her clients.
Carla has developed a keen understanding of the unique financial interests and objectives of high achieving women and has led over 40 forums for senior executive and professional women.
Prior to returning to Georgia to start her wealth management practice in 1996, Carla was an international business executive for over fifteen years living in Paris and Boston and traveling extensively in Europe, Asia, the Middle East and Latin America.
She is a graduate of the University of Georgia and holds the Certified Investment Management Analyst® (CIMA®) designation awarded by the Investments & Wealth Institute™ and taught in conjunction with the Wharton School.
Carla lives in Buckhead and enjoys international travel, practicing yoga, bridge and Atlanta's cultural offerings.
Former community leadership roles include:
- March of Dimes (GA)
- Ovarian Cancer Institute
- First Presbyterian Church of Atlanta Pre-School
- Atlanta History Center, President's Advisory Board
- Emory University's Manuscripts, Archives & Rare Books Library
- Cobb Energy Center, Director’s Advisory Board
- The Westminster Schools
- Cathedral of St. Philip, Outreach Committee Tanzania Mission
Holder of Series 7, 65 and 66 FINRA Registrations since 1996, Carla is also a licensed agent for variable life and annuity insurance and long term care insurance.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
English & French
University of Georgia
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We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.