Portfolio Manager, RJ
CERTIFIED FINANCIAL PLANNER™
Carlos is the senior member of Windsor Wealth. In addition to his role as a Financial Advisor, Carlos is responsible for directing the investment approaches and methods for The Wealth Management Group.
Prior to joining Raymond James, Carlos was recognized professionally at Wells Fargo Advisors as a Premier Advisor. The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors and reflects a high level of standards as measured by one or more of the firm’s criteria for revenue generation, education attainment and client-service best practices. Carlos was also recognized at legacy A.G. Edwards by being named a member of both the Crest Club and President’s Council.
Carlos was born in Genoa, Italy. Italian was his first language and English his fourth as his family was in the diplomatic corps and traveled all over the world as he was growing up. He graduated from the University of Maryland with a degree in Economics and subsequently received his Masters in Business Administration from The George Washington University.
An active member of his community, Carlos has served as Lieutenant Governor and President of the Kiwanis Club and currently serves on the Junior Achievement Board and on The Hope Foundation Board. Carlos has just finished a two year term as President of the board of trustees of The Quinlan Visual Arts Center.
“Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.”
Please visit the CFP Board website at www.cfp.net