Carla Leverman

As a Senior Financial Advisor and First Vice President ? Investments, Carla is passionate about making a difference in the lives of her clients. She works closely with clients to meet their financial goals by creating wealth plans that are tailored to their circumstances, goals and priorities. She provides clients with the highest level of service that brings them confidence about their financial future. With more than 26 years of industry experience, she is able to provide a seasoned perspective to her clients. Prior to her advisory role, she worked in investment banking assisting with corporate finance transactions, mergers and acquisitions. She has earned her Chartered Retirement Planning CounselorTM (CRPC?) designation which denotes an expertise in pre- and post-retirement planning needs, including meeting multiple financial objectives. This expertise includes retirement income, employer sponsored retirement plans, asset management, estate planning strategies and more. She is also FINRA Series 7, 63 and 65 registered and has her insurance license. She is also a certified portfolio manager here at Wells Fargo Advisors. An outdoor enthusiast, she can be found hiking, snowshoeing, fly fishing, gardening and exploring Colorado and beyond when she is not working with clients. She also supports the Cancer League of Colorado by rappelling down one of Denver?s most prominent skyscrapers in it?s annual Over the Edge fundraiser.