Advisor Services
Carter works in Advisor Services, doing a multidate of things, including handling the filing of client paperwork and the collection of information required for account and policy processes. Over the past year, he has developed strong attention to detail and a disciplined approach to documentation and recordkeeping. He strives to learn about clients’ situations to support tailored, compliant service. He has his Securities Industry Essential (SIE) and is Life and Health certified.
Carter enjoys traveling, playing sports such as golf and volleyball, and hanging out with friends.