Carter joined FWM in June of 2018 after serving as the CFO of a ministry in Texas for seven years. Prior to that, he enjoyed a 15-year career in finance with Citigroup. He serves clients on a wide array of needs with detailed attention. His ability to relate well with others makes him well-suited to serve clients and prospects alike who seek financial advice or desire to schedule a meeting. Carter holds series 7 and 66 licenses and a Tennessee insurance license. He is a native of Chattanooga and graduated with a bachelor's degree in Finance from Clemson University.