Carter Wealth Management

Biography

Ken Carter

Contact Information:

phonePhone

845.639.7204

Kenneth Carter, CIMA

Senior Financial Advisor

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.

California Insurance License 0H37922
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