Carter Wealth Management

Biography

Contact Information:

For over 25 years, Ken's mission has been to provide the highest quality professional advice aimed at building and managing integrated wealth plans to help families achieve their financial goals and secure their futures. Ken began his career in the financial services industry in 1995 as an advisor at Prudential Securities, a predecessor firm of Wells Fargo Advisors. To continue his professional development, he earned his Certified Investment Management Analyst® (CIMA®) designation from the University of Pennsylvania's Wharton School of Business in conjunction with the Investment Management Consultants Association (IMCA).

Ken is designated as a Senior PIM Portfolio Manager. As a PIM manager, he builds and manages customized investment portfolios designed to help individuals, families and foundations achieve their specific investment goals. He takes a value approach to investing focusing on the preservation of capital and the distribution of assets to meet client's needs. Ken is among a select few Wells Fargo Advisors Financial Network financial advisors who are qualified to manage client portfolios on a discretionary or non-discretionary basis. 

Ken is active in the community and has served on a number of local boards. Ken and his wife, Ricky, have two daughters and have lived in Rockland County for more than 25 years.
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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
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