Fiduciary Risk And Compliance Manager
Current
Mar 2021 - Present
AeroLeads people directory · profile
Carter Larson Email & Phone Number
Fiduciary Risk and Compliance Manager at Magnolia Trust Company
at
Magnolia Trust Company
1 work email found
@magnoliatrust.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Fiduciary Risk and Compliance Manager at Magnolia Trust Company
Location
Roswell, Georgia, United States
Company size
Who is Carter Larson? Overview
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Quick answer
Carter Larson is listed as Fiduciary Risk and Compliance Manager at Magnolia Trust Company at Magnolia Trust Company, a company with 3 employees, based in Roswell, Georgia, United States. AeroLeads shows a work email signal at magnoliatrust.com and a matched LinkedIn profile for Carter Larson.
Carter Larson previously worked as Fiduciary Risk and Compliance Manager at Magnolia Trust Company and Head of Personal Trust & Senior Trust Advisor at Ameris Bank. Carter Larson holds Master Of Business Administration (M.B.A.), Finance, General from The University Of Tennessee At Chattanooga.
Company email context
Email format at Magnolia Trust Company
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{first_initial}{last}@magnoliatrust.com
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AeroLeads found 1 current-domain work email signal for Carter Larson. Compare company email patterns before reaching out.
Profile bio
About Carter Larson
Experiencied Fiduciary and Financial Advisor with a passion for developing and delivering financial solutions.
Listed skills include Financial Services, Estate Planning, Wealth, Wealth Management, and 21 others.
Current workplace
Carter Larson's current company
Company context helps verify the profile and gives searchers a useful next step.
Magnolia Trust Company
9 roles
Carter Larson work experience
A career timeline built from the work history available for this profile.
Head Of Personal Trust & Senior Trust Advisor
Head of Personal Trust and responsible for growing visibility of Trust Services within AmerisBank foot print and providing trust administrative services to established trust clients.
Dec 2019 - Jun 2020
Senior Vice President And Fiduciary Executive
Fiduciary Executive responsible for managing and overseeing the Atlanta Advisory Center. Responsible for providing administrative fiduciary support to all client teams serving Personal Trust Clients located in Tennessee, Georgia and North Florida. Also responsible for managing and overseeing a dedicated Team of Investment Portfolio Managers that were.
May 2018 - Dec 2019
Senior Vice President, Funeral & Cemetery Trust Services Manager
Responsible for the oversight of a Team of Trust Advisors and Support Specialists that provided management and oversight of all administration for all Cemetery, Merchandising, and Pre-Need Trusts for all clients within the SunTrust PWM footprint.
May 2017 - May 2018
Senior Vice President, Fiduciary Risk Manager
Responsible for oversight and management of key Fiduciary Processes required to be compliant with Fiduciary Regulators. Successfully led a project team and implemented a system conversion for Annual Reviews (Reg. 9) for several thousand accounts. Successfully implemented a consolidated governance, oversight and review process for all of SunTrust's personal.
Jan 2007 - May 2017
Senior Vice President, Wealth Services Manager
Responsible for managing 5 geographic teams of Client Advisors to grow the Wealth Management, Brokerage, Loan and Deposit Revenue. Team consisted of 26 Advisors and 14 support staff located in Sarasota, Ft. Myers, Venice & Naples Florida.
Mar 2006 - Dec 2007
Group Vice President, Fiduciary Services Manager
Responsible for managing and overseeing 7 geographic Trust Teams consisting of 21 Trust Advisors and 18 support staff. Teams were located in Savannah, Macon, Columbus, Augusta, Albany, Brunswick, Georgia as well as Hilton Head, SC.
Mar 2003 - Feb 2006
Vice President & Trust Advisor
Responsible for working with High Net Worth Trust Clients to Manage, Grow and Preserve their assets. Successfully implemented contact communication program for over 50 HNW Relationships with over $200MM AUA ultimately improving client retention. Successfully met new business goals in 2000, 2001 & 2002.
Aug 1996 - Mar 2003
Financial And Distribution Analyst
Successfully implemented quality control standards and delivery schedule changes to reduce customer delivery cycle times and reduce transportation costs. Areas of focus, financial review and justification of supply chain improvement projects as well as resourse and routing analysis for delivery improvements.
Mar 1990 - Aug 1996
Team & coworkers
Colleagues at Magnolia Trust Company
Other employees you can reach at magnoliatrust.com. View company contacts for 3 employees →
YC
Yasmeen Callum
Colleague at Magnolia Trust CompanyAtlanta, Georgia, United States, United States
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RZ
Rhett Zeigler
Colleague at Magnolia Trust CompanyAtlanta, Georgia, United States, United States
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RM
Rebecca Mcnabb, Jd, Llm, Ctfa
Colleague at Magnolia Trust CompanyGreater Chattanooga, United States
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MP
Michelle Przystas
Colleague at Magnolia Trust CompanyAtlanta, Georgia, United States, United States
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CM
Christa Meyer
Colleague at Magnolia Trust CompanyRinggold, Georgia, United States, United States
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Yasmeen Callum
Colleague at Magnolia Trust CompanyAtlanta, Georgia, United States, United States
View →
RZ
Rhett Zeigler
Colleague at Magnolia Trust CompanyAtlanta, Georgia, United States, United States
View →
RM
Rebecca Mcnabb, Jd, Llm, Ctfa
Colleague at Magnolia Trust CompanyGreater Chattanooga, United States
View →
MP
Michelle Przystas
Colleague at Magnolia Trust CompanyAtlanta, Georgia, United States, United States
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CM
Christa Meyer
Colleague at Magnolia Trust CompanyRinggold, Georgia, United States, United States
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2 education records
Carter Larson education
Master Of Business Administration (M.B.A.), Finance, General
Bachelor Of Business Administration (B.B.A.), Transportation And Logistics
FAQ
Frequently asked questions about Carter Larson
Quick answers generated from the profile data available on this page.
What company does Carter Larson work for?
Carter Larson works for Magnolia Trust Company.
What is Carter Larson's role at Magnolia Trust Company?
Carter Larson is listed as Fiduciary Risk and Compliance Manager at Magnolia Trust Company at Magnolia Trust Company.
What is Carter Larson's email address?
AeroLeads has found 1 work email signal at @magnoliatrust.com for Carter Larson at Magnolia Trust Company.
Where is Carter Larson based?
Carter Larson is based in Roswell, Georgia, United States while working with Magnolia Trust Company.
What companies has Carter Larson worked for?
Carter Larson has worked for Magnolia Trust Company, Ameris Bank, Suntrust, Suntrust Bank, and Mckee Foods Corporation.
Who are Carter Larson's colleagues at Magnolia Trust Company?
Carter Larson's colleagues at Magnolia Trust Company include Yasmeen Callum, Rhett Zeigler, Rebecca Mcnabb, Jd, Llm, Ctfa, Michelle Przystas, and Christa Meyer.
How can I contact Carter Larson?
You can use AeroLeads to view verified contact signals for Carter Larson at Magnolia Trust Company, including work email, phone, and LinkedIn data when available.
What schools did Carter Larson attend?
Carter Larson holds Master Of Business Administration (M.B.A.), Finance, General from The University Of Tennessee At Chattanooga.
What skills is Carter Larson known for?
Carter Larson is listed with skills including Financial Services, Estate Planning, Wealth, Wealth Management, Financial Risk, Finance, Financial Analysis, and Financial Planning.
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