Carter works as a financial advisor for Abound Wealth and is dedicated to working closely with his clients on the development and ongoing monitoring of holistic financial plans. He has the heart of an educator and strives to make sure that client education is at the forefront of every financial relationship he shares. Carter brings experience from other firms in the greater Nashville area which provides unique insight into client solutions and problem-solving.
Carter knows that each client he works with comes from a different background and that personal finance is very personal. Because of that, he understands the importance of getting to know each client on a deeper level to determine what makes their financial lives tick. Where you live, what career you’ve chosen, financial education, among other things, all determine your personal relationship with money. Each client that walks through the door deserves the customization that unique life experiences present when developing a financial plan.