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. As a member, he will share responsibility for making key decisions for the firm. Carter also has extensive experience in institutional money management and helps oversee Red Door’s alternative investment strategies. He holds the Certified Plan Fiduciary Advisor credential from the National Association of Plan Advisors, which is reserved for those advisors who demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their