Raili Carter, CFP®
Associate Wealth Advisor
“Seeing isn’t believing, believing is seeing.” — The Santa Clause
As an Associate Wealth Advisor, Raili helps manage client relationships and assists our wealth advisors in all aspects of the wealth planning process. She works closely with both our clients and advisors to create comprehensive financial projections for Mosaic’s clientele.
Raili is a graduate from the University of Denver Daniel’s College of Business, double majoring in Finance and Marketing. Raili discovered her passions for finance and building relationships during her time serving as Vice President of Finance and Vice President of Membership Recruitment for her sorority, Alpha Phi. She has been with Mosaic since 2018 and has spent this time learning all the aspects of the business. As a CERTIFIED FINANCIAL PLANNER™ professional, she can effectively work with advisors to help Mosaic’s clients pursue a life of significance.
Raili is a true Denver native. She grew up spending her weekends skiing in the Rocky Mountains with her family and spent lots of time in the pool as a swimmer. Outside of work, she enjoys soaking up everything that Colorado has to offer, as well as traveling with her friends and family.