Carla Fernandez 

Carla Fernandez serves as the Business Operations & Client Services Manager, ensuring a smooth, efficient, and dependable experience for every client. She oversees day-to-day business operations and client service activities, ensuring requests, transactions, and reporting are handled accurately and on time.

 

As the primary point of contact for operational and service-related needs, Carla coordinates client onboarding, account maintenance, transfers, funding, and key operational deadlines. She works closely with advisors, custodians, vendors, and internal partners to keep processes moving seamlessly. 

 

Carla is a seasoned financial professional with eight years of industry experience. Earlier in her career, she managed financial operations for a church organization and supported her family as a military spouse—experience that shaped her strong organizational skills and client‑first mindset. Carla holds a Bachelor of Science degree in business administration from the University of West Florida. 

 

What Carla values most is providing clients with peace of mind. By managing the details behind the scenes with care, consistency, and precision, she helps create a service experience clients can trust.

 

Originally from North Carolina, Carla has lived in California and Texas before settling in Florida. She has been married for 30 years, has two grown daughters, and enjoys spending time with her grandson. Outside of work, she enjoys being outdoors, watching sunsets, and hiking in the Tennessee mountains.