Carla Channell joined the Bagby Wealth Management team in April of 2023.
Carla brings with her many years of Customer Service and Banking experience. A few of her previous roles include Assistant Operations Manager, Banking Branch Manager, Financial Relationship Consultant, and District Sales Manager. She enjoys servicing her customers, and ensuring they receive a friendly and professional experience every time.
Carla will work directly with our advisors and clients in setting up new accounts, processing account documentation, preparing presentation materials for client reviews, and assisting with research and trade transactions. She will analyze critical client and account data, prepare projections, comparisons and reports, and conduct financial product and investment research. Her client-focused approach, previous experience, and diligence are great assets to our team.
Carla and her husband, Chris, reside in Dexter and are blessed with an amazing blended family with Nolan, Amanda, Drake, and Berklee. Carla stays busy and devotes her time to four wonderful grandkids. When not working, Carla is often found at a ballfield or gym, being her grandkid’s biggest fan. She also loves working in her yard and showing her love to her two precious dogs, Mister and Bo.