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WAM2019 Meet-The-Team1c

Carla E. Free

Carla2

Senior Client Services Administrator

Carla Free began her financial services career in 1978 as an Executive Assistant with Lincoln Financial Advisors. In 1999, she established her own business providing services to financial advisors via the Internet. Carla joined Index Funds Advisors, Inc. in 2007 as a Portfolio Administrator and was most recently a Wealth Management Investment Specialist with U.S. Bank. Carla joined Isthmus Partners in April 2017 as a Senior Client Services Administrator. Carla’s primary responsibilities include new relationship onboarding, client account monitoring and providing exceptional client service to the firm’s high-net-worth clients. Carla graduated from the Liberty International University in Florida having earned a bachelor’s degree in Business Administration.