Broker Check

403 Allegheny Avenue
Towson, MD 21204
(410) 321-0168

LinkedIn
 
Carli Converse, CFP®

Carli Converse, CFP®

Wealth Manager Assistant

Carli worked as an intern for us in the 2014 summer. She reluctantly left us for a short year to finish out her senior year at the University of Delaware. After graduating with a finance degree in the UD Class of 2015, Carli rejoined our team as of August 2015 and has assumed the role of Wealth Manager Assistant. Carli attends many of the client meetings and is responsible for any follow up of the account openings and maintenance.

Carli has a yellow lab named Marley who very well may have been the inspiration behind the movie “Marley and Me”. In her spare time, Carli loves to run, to travel with friends, and to boat with her family on the Chesapeake.