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 Behavorial 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.