Meet Carly, a Financial Advisor and Head of Financial Planning at JLB Wealth Management, where she brings more than a decade of experience in the financial services industry and a deep commitment to helping clients navigate life’s financial decisions with clarity and confidence. Carly specializes in holistic, goal-based financial planning, guiding clients through retirement planning, investment strategy, education funding, and long-term wealth management.
Carly works with individuals and families across all stages of life—from those just beginning to build a financial foundation to pre-retirees and retirees seeking thoughtful planning and lasting financial security. Her approach is rooted in strong client relationships, careful listening, and tailored strategies designed to align each client’s financial plan with their personal values and goals.
Originally from the Annapolis, Maryland area, Carly’s academic journey reflects her dedication and drive. She earned her Bachelor of Science in Finance from Salisbury University before going on to complete her Master of Business Administration at Loyola University of Maryland. Carly achieved her MBA while attending night school and working full time at Brown Advisory, an experience that shaped her strong work ethic and real-world perspective on financial planning and client service.
Professionally, Carly has held roles at respected institutions including Brown Advisory and T. Rowe Price, where she has supported high-net-worth individuals, institutional clients, and retirees through comprehensive planning, portfolio analysis, and ongoing relationship management. She holds the Series 7 and Series 66 licenses and is currently a candidate for the CFP® certification, further demonstrating her commitment to excellence and continued professional growth.
At the heart of Carly’s work is a genuine passion for helping people feel informed, empowered, and confident in their financial lives.
When she’s not working, Carly enjoys traveling the world in search of meaningful connections and experiences, and finds beauty in the sounds of live music. She also enjoys spending time with her family and friends in the lovely Baltimore neighborhood of Brewers Hill that she calls home.