Carla Helms

Carla Helms graduated with a Bachelor of Business Administration degree from Campbell University in 1990 and began her investment career with Merrill Lynch. For the next 19 years, through hard work, dedication, and the desire to make a real difference, Carla moved up through the ranks at Merrill Lynch, beginning as a client associate and moving from registered senior associate to client relationship manager to vice president for the Charlotte, North Carolina, and Cincinnati complexes.

In 2009, Carla took a position as operations director for Concentra Medical Center, where she spent the next four years. In June 2014, Carla was offered a position in Operations for Belmont Capital Advisors, where she now feels she can make the difference she was looking for.

Carla lives in Belmont, North Carolina, with her two children: Jacob, 12, and Ashlee, 20. She loves to sing, travel, and get lost in a good book.