Founded and managed by Deana Carter, Carter Financial offers customized, compassionate investment and wealth management services to maximize our client’s financial lives.
My mission is to get to know and understand your unique needs, wants, and long-term goals. I help develop, implement, and monitor strategies for long-term financial success that is designed to address your individual situation.
At Carter Financial, you the client—and only you the client—are front of mind. I strive to help grow, protect and conserve your wealth by delivering the highest level of personalized service and expertise. A boutique financial agency, I specialize in hands-on, comprehensive, client-focused, financial planning and wealth management services to help my clients pursue their long-term objectives with confidence.From small businesses, publicly traded companies and nonprofits, to individual community members, Carter Financial manages some of the highest-caliber accounts by developing a framework that serves as common ground for striving to achieve the absolute best results. My commitment is your satisfaction and I work tirelessly to help ensure your financial confidence.Deana brings over 25 years experience as a recognized authority and highly sought-after financial advisor, and Certified Divorce Financial Analyst (CDFA).
Carter Financial is here to help you assess your financial goals and participate in the management of your finances for the long-term. When you work with Deana you will find clear, easily understood financial products and service options.
I am dedicated to long lasting relationships with all our clients, and the personalized program we can provide you, your family or business is a roadmap toward a more confident financial future. I look forward to helping you pursue your financial goals.
Carter Financial Office
LPL Financial Advisor
WCG Team Members
Director, Advisor Resource Center
Director, Practice Management Implementation
Director of Operations
Financial Planning Coordinator
Advanced Insurance Consultant
Chief Compliance Officer
Trading and Research Assistant