Camilla Carvalho

Through the evaluation of their goals, assets, and long-term objectives, Camilla provides tailored solutions and an individualized experience to clients. In addition to providing knowledgeable support and helping clients build financial plans, she has extensive experience in guiding clients through the healthcare marketplace and Medicare system processes. Camilla received a Bachelor of Arts from the University of Rochester and is an Accredited Portfolio Management Advisor™. She holds the Series 7 and Series 66 licenses, as well as Life, Health, and Variable Annuity Insurance licenses.