Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 Lynch and Bank of America specialists, she develops and manages a customized investment 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 (TM) and taught in conjunction with the Wharton School.
Carla lives in Buckhead with her son, Connor, a finance major at Texas A&M, and their black Labrador Retriever, Dixie. Her interests include international travel, yoga, bridge and the Arts.
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 Lynch 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
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs – a caring advisor who can leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America to help clients face today’s financial and economic landscape. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy 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.