Carla Wright

Background

About Carla Wright

Carla has provided personal wealth planning and investment advisory services to families in the Southeast for over twenty-five years with a high degree of integrity and client commitment. 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 the SKK team at Morgan Stanley, she develops and manages a customized wealth management strategy for each client. 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 many 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 performing arts. Former community leadership roles include: Trustee- 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 Chair- Cathedral of St. Philip, Outreach Committee Tanzania Mission