Carter Wealth Management

Meet Our Team

Ken Carter

Kenneth Carter, CIMA

Senior Financial Advisor
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Michael Salmon

Michael Salmon

Managing Principal
Financial Advisor
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Patrick Harding

Patrick Harding, RICP

Senior Financial Advisor
Senior Fundamental Choice Portfolio Manager
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James Fitzgerald

James Fitzgerald

Financial Advisor
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Ardell Roan

Ardell Roan

Branch Manager
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Luciano "Lou" Dela Cruz

Luciano Dela Cruz

Registered Client Associate
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Brigitte Pinder

Brigitte Pinder

Senior Client Associate
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Why Invest With Us

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

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Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AR, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, MO, NC, ND, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TX, UT, VA, VT, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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