Carla Leo

Carla LeoService Manager – Compliance Standards and Process Troubleshooting

Carla’s responsibilities focus on the success of client experiences when working with Vermillion Financial Advisors. A key responsibility is the management of client service requests, and tracking the thousands of yearly tasks undertaken by our advisors and staff. She is also the person to address with any concerns about our processes or procedures, as well as any financial industry compliance questions. Please feel free to contact Carla if you have any suggestions or concerns about your VFA services or experiences.