Carla Rice, CFP®
Assistant Vice-President, PWM Team Client Service Lead
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Carla has 31 years of experience in the industry and has been with the Liston Group for the last 22 years. She has her bachelor’s degree in marketing from McKendree University. Carla is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and is Series 7, 63, 66, 9, and 10 licensed. She serves as a financial planner on the Liston team, assisting clients in planning and preparing to reach their financial goals at all stages of life. She also assists with health insurance, Medicare, and Social Security needs especially as clients near retirement. Outside of the office, she enjoys spending time with her family and friends.