Senior Vice President - Senior Portfolio Manager

Carla Jackson

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


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.