Associate Wealth Advisor
As his clients’ trusted partner, Carter provides peace of mind on topics that may otherwise be overwhelming or create anxiety. For him, the most rewarding part of his work is seeing a financial plan directly benefit his client’s mental and financial wellbeing.
First Carter gets to know his clients by discussing their background, priorities and goals. He enjoys collaborating with his team to create and implement a comprehensive, strategic financial plan tailored to the client’s needs and time horizon. At every client meeting, the plan will be reviewed to ensure everything is working in accordance with the overall plan objectives. Instead of fixating on a single aspect of the financial planning process, it is important to him to uncover all details of the client’s financial life to help better serve them long-term.
Before he joined Buckingham in 2019, Carter spent nearly three years as an Associate Wealth Advisor at Clayton Financial Group. He also previously worked as an Internal Sales Specialist at BB&T Bank. In 2011, Carter graduated from Southern Methodist University with a Bachelor of Arts in Global Markets. He is a junior board member at the Donald Danforth Plant Science Center.
Carter currently resides in St. Louis, MO with his wife, Bri. He enjoys, golfing, fishing, hunting, cooking and traveling.