Broker Check
David Carter

David Carter

Financial Planner ChFC® CLU®

David Carter’s mission is to help clients take control of their financial lives, keeping them focused on their goals and objectives through various financial products and services.

 


With over 35 years of financial experience, David takes great care to identify and understand his clients’ financial goals, assessing risk tolerance and developing an asset allocation strategy. He helps clients structure their portfolios in a tax-efficient manner both before and during retirement. He makes recommendations, and can execute and manage those recommendations, serving as a resource along the way. He sees clients’ portfolios as “living documents”—strategies that need to respond to changing needs. As a client’s financial [advisor] he periodically reviews progress and recommends updates when and where necessary.

 


A graduate of Emory and Henry College with a degree in Business and Economics, David has called Virginia home since 1975 and is a leader in his community. He and his wife of [35] years, Teresa, have lived in Forest for [35] years, where he volunteers his time and talent in many capacities. He has served his church as Chairman of the Finance Committee, on the Board of Trustees, and by teaching Sunday School. He has also chaired the Jefferson Forest High School Athletic Boosters, coached varsity softball and football, and coached various sports for the Forest Youth Athletic Association. David has been a member and President of the Forest Lions Club, as well as Treasurer of the Forest View Homeowners Association. David and Teresa have two grown children who graduated from local high schools and attended state universities; in fact, son Mark is part of Carter Financial based in Charlotte, North Carolina.

 


David is not only highly credentialed but is also committed to the continuing education necessary to help stay abreast of industry requirements, regulations and trends. He is a Chartered Financial Consultant (ChFC®)—which entails rigorous coursework, continuing education requirements, and adherence to strict ethical guidelines. He also holds Series 7, 6, 63, and 65 registrations.

 


Working with David in their Forest, Virginia office is a committed team of professionals ready to respond and assist clients. Whether it’s saving for a major purchase, preparing for retirement or developing a cash reserve for emergencies—or all of the above—David and his team have the experience to help clients achieve their financial goals.

 

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