About Carly
As a client relationship specialist, Carly supports Buckingham's Morgan Hill office with processing client paperwork, acting as a liaison between advisors and custodians, and ensuring client requests are completed in an accurate and timely manner. She provides operational support to advisors so that they can spend more time working with clients to help them achieve their financial goals.
She graduated from Goucher College in 2020 with a bachelor’s in economics. Before joining Buckingham, she was employed with SPC Financial, a financial planning firm in Maryland, where she worked closely with clients and advisors to prepare financial plans and service client accounts.
Originally from Rockville, Maryland, Carly now lives in Denver. In her free time, she enjoys playing pickleball and tennis, going for hikes in the summer with her dog, Scarlet, and skiing in the winter.
As a client relationship specialist, Carly supports Buckingham's Morgan Hill office with processing client paperwork, acting as a liaison between advisors and custodians, and ensuring client requests are completed in an accurate and timely manner. She provides operational support to advisors so that they can spend more time working with clients to help them achieve their financial goals.
She graduated from Goucher College in 2020 with a bachelor’s in economics. Before joining Buckingham, she was employed with SPC Financial, a financial planning firm in Maryland, where she worked closely with clients and advisors to prepare financial plans and service client accounts.
Originally from Rockville, Maryland, Carly now lives in Denver. In her free time, she enjoys playing pickleball and tennis, going for hikes in the summer with her dog, Scarlet, and skiing in the winter.