Authorized Officer
Wealth Management Associate
Carla joined Richard Rand at UBS in November 2007 as a Registered Client Services Associate and moved into the Wealth Management Associate role. Carla graduated from Peace College with a B.A. in Business Administration and a minor in English. She holds her Series 3, 7, 9, 10, and 66 securities licenses in addition to life insurance, annuity and long term care licenses. In 2015, she earned her Chartered Retirement Planning Counselor designation.
Carla manages the operational activities of the team, while focusing on relationship management and providing the best in client service. In her spare time, she enjoys traveling, volunteering and fostering with a dog rescue organization. She lives in Durham with her husband, Nate, and their two dogs.
Education
Credentials
Authorized Officer
Wealth Management Associate
Carla joined Richard Rand at UBS in November 2007 as a Registered Client Services Associate and moved into the Wealth Management Associate role. Carla graduated from Peace College with a B.A. in Business Administration and a minor in English. She holds her Series 3, 7, 9, 10, and 66 securities licenses in addition to life insurance, annuity and long term care licenses. In 2015, she earned her Chartered Retirement Planning Counselor designation.
Carla manages the operational activities of the team, while focusing on relationship management and providing the best in client service. In her spare time, she enjoys traveling, volunteering and fostering with a dog rescue organization. She lives in Durham with her husband, Nate, and their two dogs.
Education
Credentials
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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