Ronald Carter, CDFA, CIMA, CFP

As a Financial Advisor, I provide guidance to clients across a range of planning areas, with a focus on asset and liability management, retirement planning and income generation, education funding, insurance, and specialized services for business owners. In addition, I develop, evaluate and maintain clients? investment portfolios and collaborate with their key advisors, including attorneys and accountants, to ensure a coordinated approach. My mission is to provide unbiased, objective and timely financial advice and guidance with the highest level of professional service in building and preserving wealth for my clients. My experience in the financial services industry began in 1992. With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNER certification from the College for Financial Planning, Certified Investment Analyst (CIMA) and Certified Divorce Financial Analyst designation offered through The Institute for Divorce Financial Analysts. For these designations, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements. I am active in the community and enjoy volunteering, golf and travel. My wife Jean and I split our time between Naperville, Northern Wisconsin and Georgia. The use of the CDFA designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.