Carly Mestaz
Client Assistant Supervisor | Assistant Vice President
Carly is a Vice President and Senior Client Specialist for The Sullivan Group. Joining Baird in 2014, Carly brings over 19 years of increasing responsibility in our wealth management practice. Carly is a wonderful client advocate and is passionate about delivering an exceptional client experience.
Carly began her career with Smith Barney in 2006. In 2009, Carly was a founding member of the Yakima office of McAdams Wright Ragen, Inc. Carly has been in a branch leadership position since 2009.
A lifelong Yakima resident, Carly earned her associates degree from Yakima Valley Community College. She has earned the FINRA series 7 and 66 licenses.