Deana Carter, Clu, Chfc, Cdfa, Mba
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Deana Carter, Clu, Chfc, Cdfa, Mba Email & Phone Number

Vice President of Wealth Management at First American Trust
Location: Rancho Santa Fe, California, United States 1 work role
1 work email found @carterfinancial.biz 1 phone found area 251 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 1 phone

Work email d****@carterfinancial.biz
Direct phone (251) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Vice President of Wealth Management
Location
Rancho Santa Fe, California, United States

Who is Deana Carter, Clu, Chfc, Cdfa, Mba? Overview

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Quick answer

Deana Carter, Clu, Chfc, Cdfa, Mba is listed as Vice President of Wealth Management at First American Trust, based in Rancho Santa Fe, California, United States. AeroLeads shows a work email signal at carterfinancial.biz, phone signal with area code 251, and a matched LinkedIn profile for Deana Carter, Clu, Chfc, Cdfa, Mba.

Company email context

Email format at First American Trust

This section adds company-level context without repeating Deana Carter, Clu, Chfc, Cdfa, Mba's masked contact details.

*@carterfinancial.biz
68% confidence

AeroLeads found 1 current-domain work email signal for Deana Carter, Clu, Chfc, Cdfa, Mba. Compare company email patterns before reaching out.

Profile bio

About Deana Carter, Clu, Chfc, Cdfa, Mba

Deana Carter, Clu, Chfc, Cdfa, Mba is a Vice President of Wealth Management at First American Trust. She possess expertise in financial planning, retirement planning, wealth management, estate planning, investments and 31 more skills.

Listed skills include Financial Planning, Retirement Planning, Wealth Management, Estate Planning, and 32 others.

Current workplace

Deana Carter, Clu, Chfc, Cdfa, Mba's current company

Company context helps verify the profile and gives searchers a useful next step.

First American Trust
First American Trust
Vice President of Wealth Management
Rancho Santa Fe, CA, US
AeroLeads page
1 role

Deana Carter, Clu, Chfc, Cdfa, Mba work experience

A career timeline built from the work history available for this profile.

FAQ

Frequently asked questions about Deana Carter, Clu, Chfc, Cdfa, Mba

Quick answers generated from the profile data available on this page.

What company does Deana Carter, Clu, Chfc, Cdfa, Mba work for?

Deana Carter, Clu, Chfc, Cdfa, Mba works for First American Trust.

What is Deana Carter, Clu, Chfc, Cdfa, Mba's role at First American Trust?

Deana Carter, Clu, Chfc, Cdfa, Mba is listed as Vice President of Wealth Management at First American Trust.

What is Deana Carter, Clu, Chfc, Cdfa, Mba's email address?

AeroLeads has found 1 work email signal at @carterfinancial.biz for Deana Carter, Clu, Chfc, Cdfa, Mba at First American Trust.

What is Deana Carter, Clu, Chfc, Cdfa, Mba's phone number?

AeroLeads has found 1 phone signal(s) with area code 251 for Deana Carter, Clu, Chfc, Cdfa, Mba at First American Trust.

Where is Deana Carter, Clu, Chfc, Cdfa, Mba based?

Deana Carter, Clu, Chfc, Cdfa, Mba is based in Rancho Santa Fe, California, United States while working with First American Trust.

What companies has Deana Carter, Clu, Chfc, Cdfa, Mba worked for?

Deana Carter, Clu, Chfc, Cdfa, Mba has worked for First American Trust.

How can I contact Deana Carter, Clu, Chfc, Cdfa, Mba?

You can use AeroLeads to view verified contact signals for Deana Carter, Clu, Chfc, Cdfa, Mba at First American Trust, including work email, phone, and LinkedIn data when available.

What skills is Deana Carter, Clu, Chfc, Cdfa, Mba known for?

Deana Carter, Clu, Chfc, Cdfa, Mba is listed with skills including Financial Planning, Retirement Planning, Wealth Management, Estate Planning, Investments, Insurance, Securities, and Strategic Financial Planning.

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