Mark joined Prudential in 2014 at Carter Financial, a practice founded by his father in Lynchburg, VA. He graduated from Virginia Tech with a degree in finance and holds a Certified Financial Planner® designation from the College for Financial Planning.
Mark’s areas of focus include investment portfolio design and management, risk management, retirement planning strategies, estate planning strategies and business planning strategies. He is considered an ‘Investment Specialist’ for Prudential’s North Carolina Financial Group and regularly speaks at educational seminars to client groups as well as other advisors.
Mark believes that the client’s needs are the priority. Sound communication and complete understanding of the client’s goals and objectives allows our team to effectively deal with many of the financial choices individuals face during their lifetime.
Mark lives an active lifestyle. He played college football while studying at Virginia Tech. He also enjoys - hunting, fishing, and camping. He resides in Charlotte, NC with his wife, Jocelyne and their two boxers, Tyson and Jaxx.