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ChFC® Ronald Carter CFP®
Managing Director - Investments at Wells Fargo Advisors
Ronald Carter CFP®, ChFC®, CIMA,® CDFA™ is a seasoned Financial Advisor and Managing Director - Investments at Wells Fargo Advisors. He has been providing unbiased and objective financial advice to his clients since 1992, specializing in managing assets for individuals, trusts, retirement plans, charitable organizations, and businesses.
Carter holds several prestigious certifications, including:
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst® (CIMA®)
- Chartered Financial Consultant® (ChFC®)
- Certified Divorce Financial Analyst® (CDFA™)
These certifications demonstrate his commitment to ongoing education and meeting rigorous experience requirements in the financial industry.
Carter's educational background includes a Bachelor of Science (B.S.) from the University of Wisconsin-Stout, as well as specialized studies from The American College and the University of Pennsylvania - The Wharton School.
He is based in Naperville, Illinois, and can be reached at:
- Address: 2056 WESTINGS AVENUE, SUITE 500, NAPERVILLE, IL 60563
- Phone: 630-548-6162 or 800-778-7517
- Email: ronald.carter@wellsfargoadvisors.com1
Carter's mission is centered around providing the highest quality of professional service to his clients in wealth management and preservation.
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