Gregory Carter, CF2

About Gregory Carter

Carter Financial exists to help clients plan for and navigate
unknown financial conditions. We know that there are potential
storms that threaten every portfolio. Educating our clients
empowers them to make more informed decisions that lead to peace
in their retirement years. Our goal is to get our clients through
retirement successfully, not just to retirement. We want every
interaction with our clients to be filled with great conversation,
laughter, mutual listening, and the feeling of a team and
partnership.
Greg Carter serves as Managing Partner and leads all operations for
our firm. He is dedicated to changing the way Americans plan for
the future by ensuring that income outlives the person.
Greg’s highest priority is inspiring individuals, families, and
businesses to seek the well-being and security that comes from
being prepared and able to survive financial challenges and
emergencies.
Greg holds a Bachelor of Science degree in Management from
Hampton University (’94) and a Master of Science degree in
Administration from Central Michigan University (‘02). He is a
Certified Financial Fiduciary® licensed in Louisiana, Florida,
Georgia, Illinois, South Carolina, North Carolina, Tennessee,
Virginia, Maryland, Ohio, Pennsylvania, New Jersey, Michigan and
California.