Karla Gifford, MBA, CPFA, AAMS®

Karla Gifford, MBA, CPFA, AAMS®, is a seasoned Financial Advisor and Accredited Asset Management Specialist at Raymond James with a commendable 20-year background in executive business roles.

Specializing in wealth management, retirement and estate planning, 401k rollover education, inheritance, and college planning, Karla provides comprehensive financial services and welcomes consultations and portfolio reviews.

Beyond her financial expertise, Karla is a versatile leader with a rich history in business administration, operations, human resources, change management, fundraising, program development, and staff management in both for-profit and non-profit sectors.

She actively contributes to her community by serving on various boards, participating in charitable campaigns, coaching youth athletics, and volunteering in her parish.

Karla pursued her Master of Business Administration at the University of Illinois Urbana-Champaign and completed general courses at Danville Area Community College.

Her professional journey includes notable positions such as Vice President and Associate Vice President of Wealth Management at Raymond James, Co-Founder at Hometown MBA, and leadership roles at esteemed organizations like Carle Center for Philanthropy and First National Bank of Danville.