Karli brings more than two decades of experience in wealth management, private banking, and capital markets, helping individuals and families navigate complex financial decisions, protect their wealth, and reach their long-term goals.
She started at Merrill Lynch in 2006 and has since held senior roles at Citi Private Bank, Morgan Stanley, and First Republic Bank. Most recently, she led Raymond James Bank’s international lending program across South Florida and the Northeast. She is the founder of Acorn Care LLC, a CERTIFIED FINANCIAL PLANNER™, and holds an MBA from the University of Florida.
Beyond the office, Karli is a classically trained pianist and violinist who has performed with international orchestras and Grammy-winning artists. When she’s not working, she’s traveling, cheering on the Florida Gators, or hanging out with her French Bulldog.
Registration Info:
Check the background of this investment professional on FINRA’s BrokerCheck.