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Carla Floratos

Carla Floratos

Managing Director

 

Carla Floratos has been in Financial Services since 2016 and has joined us after being part of an industry leading team at a prominent financial services firm.  

Her practice is to partner with her clients and take a customized approach to help them reach their financial goals. She helps them build confidence and peace of mind on their way to financial security. With financial security, family legacy and business strategies in place, wealth optimization becomes the focus of the plan. This ensures that the plan is focused on what her clients value. 

She looks forward to utilizing that knowledge in her role as Managing Director to inspire and build a successful team.

Carla lives in Marietta, GA.  She finds her true happiness being with her children & family. She is a “connector” who enjoys bringing people together and serving others through charitable endeavors. 

When you get these jobs that you have been so brilliantly trained for, just remember that your real job is that if you are free, you need to free somebody else. If you have some power, then your job is to empower somebody else.” - Toni Morrison