Carli Plunkett is a wealth management financial advisor based in Phoenix, AZ.

Carli works with high-net-worth individuals and their families on a variety of wealth management issues, including investment advising, financial planning, tax planning, and estate planning.

She earned a Bachelor of Science degree in finance from Grand Canyon University in Phoenix.

During college, Carli interned first with the City of Phoenix and then with MRA Associates. Upon graduation, she was hired full time by MRA Associates, which then became CAPTRUST.

In her spare time, she enjoys reading, traveling, playing sports, and spending time with her husband and family.