Carla Avendano
Wealth Advisor
As a Wealth Advisor at LNW, Carla partners closely with clients to design and implement integrated, tax efficient investment and wealth planning strategies tailored to their long term goals. She brings a strong interest in impact investing, helping clients align their portfolios with their environmental and social priorities, and she especially enjoys engaging younger generations in conversations about stewardship, values and financial decision making.
In her advisory role, Carla is involved in all aspects of client account management, from maintaining thoughtful asset allocation strategies and conducting sustainability analyses to identifying planning opportunities that support each client’s aspirations. She collaborates closely across LNW’s advisory and planning teams to deliver cohesive, client centered solutions.
Before joining LNW, Carla was a wealth management associate at UBS. She is a Chartered SRI Counselor™ (CSRIC®).
- Chartered SRI Counselor™
- B.A in Political Science, University of Florida
- M.A. in International Relations, American University
- Sheldrick Wildlife Trust
Exploring the Pacific Northwest, travel, fine food.