Carter Neal, Cfp® Email & Phone Number

Wells Fargo Advisor's mission is to provide every client with targeted, holistic financial advice and portfolio strategies – delivered with the highest level of personal service and professional integrity. Carter’s conviction is that those valuable pieces can’t be established without the proper education and understanding by the client of all topics discussed pertaining to their financial wellbeing. Carter’s focus is on helping his clients obtain definition and clarity to the unknowns that exist in everyday financial situations, while always considering how those daily decisions can impact their long term goals. Carter Neal has met all the requirements of The Certified Financial Planner Board of Standards and has been authorized to use the Board’s certification marks CFP®, CERTIFIED FINANCIAL PLANNER™. A Financial Advisor who has been awarded the CERTIFIED FINANCIAL PLANNER™, or CFP®, certification has demonstrated proficiency in analyzing and developing long-term financial strategies.Carter had the ultimate pleasure of learning from and working alongside his father, Michael Neal CFP®, Senior Financial Advisor, for many years. This collaborative experience has heavily influenced Carter’s approach, and he is vocal about the importance that he places on family and how his own experiences affect his advice.Professional Affiliations and Certifications: Hold FINRA Series 7 General Securities Representative Registration and Series 66 Uniform Combined State Law Registration. Life, Health, and Annuities Insurance LicensedThis information is intended for use by residents of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, LA, MA, MD, ME, MN, MO, NC, NE, NJ, NM, NY, PA, SC, TN, TX, VA, VT, WA, WI, WV only./*********/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 InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Financial Advisory, Investments, College Funding Strategies, Insurance, and 5 others.

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  The American College Of Financial Services

  Finance And Financial Management Services