Senior Vice President - Senior Portfolio Manager

Carla Jackson

11901 Olive Blvd.
Creve Coeur, MO 63141
(314) 889-1047

Hello!

Carla Jackson has over 30 years of experience in the financial services field.  Carla works with individual clients, families, and charitable foundations as an investment advisor for their trusts/investment management accounts. Carla also provides businesses with investment management services and educational programs for their employee benefit plans.

Carla has a Bachelor of Arts in Social and Behavioral Sciences from John Hopkins University in Baltimore, MD and a Master of Business Administration degree from Washington University in St. Louis, MO.

How can I help you achieve your goals?

My Specialties
  • Wealth Investment Management
  • Trusts/Estates
  • Retirement/IRA's

Carla is a Board Member of Marian Middle School in St. Louis as well as a member of College Bound's Strategic Planning Committee. She is also a part of the Saint Louis Zoo’s Planned Giving Advisory Committee.

Our thorough approach to Estate Planning will help secure your lasting legacy.
Estate and Legacy Planning
Look forward to the future.
Individual Retirement Planning
Establish a sound succession plan with peace-of-mind for the future.
Succession Planning
Investment and insurance products are offered through OSAIC INSTITUTIONS, INC., Member FINRA/SIPC. Osaic Institutions and First Bank are not affiliated. Osaic Institutions does insurance business in California as Osaic Institutions Insurance Agency, CA Agency License #OH30186. Products and investment advisory services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. First Bank Wealth Management is a trade name of First Bank, and certain products and services are provided through First Bank, and its affiliates and subsidiaries. Neither Osaic Institutions or First Bank, nor any of their affiliates or financial advisors, provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Use FINRA’s BrokerCheck to learn about the professional background, certifications, licenses, and any regulatory violations or complaints for any financial advisor.