Ml&r Wealth Management: Carli Smith Joined as Wealth Management Associate at ML&R Wealth Management

Carli is an Investment Advisor Representative at ML&R Wealth Management. She assists clients in developing long-term investment strategies while creating investment portfolios designed to achieve their financial goals and objectives. Carli began her career in investments in 2007 and since then has held various positions within the institutional space including roles within portfolio management, operations, client servicing, and client education.