Carla Howlett joined the Shore Point Advisors team in 2012, and she has more than 25 years of experience in the financial services industry. Carla directly supervises the daily office operations to ensure and deliver the highest level of client service. She performs many tasks, including assisting with new account applications, processing contributions, and organizing client educational events. Carla is also responsible for constructing each client’s personal Living Balance Sheet®, and she works closely with clients during account aggregation.
