Carla J. Simpson
Registered ParaplannerSM, Retirement Plan Specialist
Carla started at Premier as an operations specialist for the firm’s Efficient Index Strategy investment program. She served as a retirement plan specialist for several Third Party Administrative (TPA) firms before joining Premier in 2003. Carla holds a Series 65 license and is a Registered Paraplanner with expertise in the six-step financial planning process. She now works closely with Premier’s other advisors as a Retirement Plan Specialist with business retirement plans and other individual clients at Premier. In that role, she brings a holistic approach to our clients’ financial planning.
Contact Carla Simpson at carla@premieradvisor.com
