Advisor profile


My approach

Carla Wesley Boggess - My approach photo

What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Carla Wesley Boggess - My approach photo

Areas of focus

  • Tax Planning Strategies
  • Divorce Financial Planning
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Investments
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7
  • Series 63
  • Series 65
  • Series 3
  • Life and Health Insurance Licensed
  • Series 9
  • Series 10

Education

  • BA in French, University of Alabama- Tuscaloosa, Alabama 1976
  • BA in Sociology, University of Alabama- Tuscaloosa, Alabama 1976
  • MA in Psychology, Monmouth University-West Long Branch, New Jersey 2001
  • MBA, Florida Gulf Coast University-Fort Myers, Florida May 2015

Interests

Private pilot, sailing, motorcycles, fluent in English and Spanish, and ballroom dancing.

Community participation

- Aerospace Education Officer with the Cadet Program- Civil Air Patrol

- Citizens Police Academy - City of Naples Police Department

- Porsche Club of America

- Walkers Hideaway Marina and Yacht Club

- Carmelites Saint Ann's Parish of Naples

- Catechist at Saint Agnes Catholic Church

  • Greater Naples Panhellenic
  • Collier County Women's Bar Associaton Sponsor
  • Civil Air Patrol
  • National Association of Professional Women
  • Amelia Earhart Women Pilots-Int'l 99