ChFC® Ronald Carter CFP®

Ronald Carter CFP®, ChFC®, CIMA,® CDFA™ is a seasoned Financial Advisor with a wealth of expertise in managing assets for individuals, trusts, retirement plans, charitable organizations, and businesses.

Since 1992, Ronald has been dedicated to providing unbiased and objective financial advice to his clients. He excels in developing and executing long-term investment strategies tailored to help clients achieve their financial goals.

Ronald holds prestigious certifications including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst® (CIMA®), Chartered Financial Consultant® (ChFC®), and Certified Divorce Financial Analyst® (CDFA™). These certifications demonstrate his commitment to ongoing education, passing rigorous examinations, and meeting stringent experience requirements.

His educational background includes a Bachelor of Science (B.S.) from the University of Wisconsin-Stout, and specialized studies from The American College and the University of Pennsylvania - The Wharton School.

Currently serving as the Managing Director - Investments at Wells Fargo Advisors, Ronald has previously worked as a Financial Advisor at UBS, Paine Webber, and Prudential Financial.

Ronald's mission is centered around providing the highest quality of professional service to his clients in wealth management and preservation.