Carly Carver joined Exencial Wealth Advisors in March of 2016. Carly began her career in financial services in 2010 with an RIA firm in Dallas, TX. Over the years she has gained a wealth of knowledge and experience that has allowed her to provide exceptional customer service to all clients that she interacts with. Carly enjoys the opportunity to build new relationships and build on existing relationships with all of her clients.
Carly graduated from Texas Tech University earning a Bachelor of Science in Human Development & Family Studies. Carly and her Husband Todd enjoy traveling, spending time with family and friends and staying active outdoors.
Relationship Manager Team