As a wealth advisor, Carter serves his clients’ needs while managing their specific financial plans and investment strategy. In the retirement plan space, he works with plan sponsors to implement best practices for their benefit plans. Carter also has extensive experience in institutional money management and helps oversee Red Door’s alternative investment strategies.
A graduate of Christian Brothers High School, Carter attended Christian Brothers University and earned a bachelor’s degree in business administration with a concentration in finance. He serves as a board member of the Blue Streak Scholarship Foundation and is a parishioner of Resurrection Catholic Church. Carter resides in his hometown of Memphis with his wife and three children.