Evan Carter Location
- Atlanta, GA, US
Evan Carter Work
- 2022 - now Partner @
- 2019 - now Financial Planner for Families and Professionals @
- 2024 - now Partner - Southeast @
- 2015 - now Advisor to Families @ Abundant Succession, LLC
- 2015 - 2019 Certified Financial Planner™ and Advisor @
- 2017 - 2018 Financial Planning Director @
- 2013 - 2015 Investor Services, Marketing Director and Analyst @
- 2009 - 2011 Masters of Divinity (MDIV) @
- 2008 - 2009 Financial Analyst and Philanthropy Director (Multi-Family Office) @
- 2004 - 2008 Area Director and Staff Associate @
Evan Carter Education
- Georgia Institute of Technology
Business (Finance, Accounting, Marketing)
- Columbia Theological Seminary
Master's Degree (Masters of Divinity)
- The University of Georgia
Certificate in Financial Planning
Evan Carter Skills
- Financial Services
- Certified Financial Planner
- Personal Finance
- Pastoral Care
- Chaplaincy
- Practical Theology
- Investments
- Personal Financial Planning
- Investment Advisory
- Wealth Management
- Public Speaking
- Volunteer Management
- Training
- Entrepreneurship
- Fundraising
- Management
- Philanthropy
- Youth Ministry
- Financial Analysis
- Sales
- Nonprofits
- Governance
- Technology
- Multi-generational wealth transfer
- Team Management
- Finance
- Social Media
- Financial Planning
- Microsoft Office
- Leadership
- Strategy
- Strategic Planning
- Marketing
- Multi Generational Wealth Transfer
- Microsoft Word
- Community Outreach
- Customer Service
- Project Planning
- Research
- Education
- Acute
Evan Carter Summary
- Evan Carter, based in Atlanta, GA, US, is currently a Partner at SignatureFD. Evan Carter brings experience from previous roles at SignatureFD, Generous Giving, Abundant Succession, LLC and ACG Wealth. Evan Carter holds a Business in Finance, Accounting, Marketing @ Georgia Institute of Technology. With a robust skill set that includes Financial Services, Certified Financial Planner, Personal Finance, Pastoral Care, Chaplaincy and more. Evan Carter has 4 emails and 1 mobile phone numbers on RocketReach.
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