Evan Carter

Evan Carter Email and Phone Number

Partner @ SignatureFD
Atlanta, GA, US
Evan Carter's Location
Atlanta, Georgia, United States, United States
About Evan Carter

One aspect of my NET WORTHWHILE™ is helping others do life well with their money, time and relationships.My background is somewhat unique--a blend of both finance and ministry/counseling, which enables me to strike an important balance with IQ and EQ. As an Advisor and Certified Financial Planner™, I'm always thinking ahead for others. I like to ask intentional questions to understand the “whys” behind people’s financial goals. Authentic and raw, I dig deeper to deliver a comprehensive outlook and plan—one that’s focused on helping people live a full life with no regrets.There are two constants throughout my life—relationships and money! Starting with a paper route at nine years old, I have always worked hard, saved and invested wisely. I graduated with high honors from Georgia Tech and went on to complete the rigorous qualifications as a Certified Financial Planner (CFP®) professional. However, I also spent eight years serving with the youth ministry of Young Life, graduated with a Masters of Divinity from Columbia Seminary and served as a Chaplain at Grady Hospital. In other words, “trust” is not just another word I talk about; I have been walking alongside families in this capacity for more than twenty years.My wife and I have a great community of friends in Atlanta and are active members of Trinity Anglican Church. I am also an Advisory Board member of The Shepherd Center, volunteer with Generous Giving, and co-lead the Atlanta Associates Program–a summer leadership program for college students interested in professional, spiritual and community development.

Evan Carter's Current Company Details
SignatureFD

Signaturefd

View
Partner
Atlanta, GA, US
Website:
signaturefd.com
Employees:
139
Evan Carter Work Experience Details
  • Signaturefd
    Partner
    Signaturefd
    Atlanta, Ga, Us
  • Generous Giving
    Partner - Southeast
    Generous Giving Aug 2024 - Present
    Advocate for generosity, serving as a member of the Generous Giving activation team. Help empower others to experience the transformative power of hosting a Journey of Generosity (JOG) retreat by providing guidance and support. My hope is to help bridge the gap between faith and finance. And my various roles allow me to try and inspire and equip individuals to thrive in relation to their faith, family, friends and finances.
  • Signaturefd
    Partner
    Signaturefd Jan 2022 - Present
    Atlanta, Ga
  • Signaturefd
    Financial Advisor To Families & Professionals
    Signaturefd Mar 2019 - Present
    Greater Atlanta Area
  • Abundant Succession, Llc
    Advisor To Families
    Abundant Succession, Llc 2015 - Present
    • Spend quality time with affluent families to help them successfully pass on values and assets to the next generation• Infuse a highly relational, intentional approach alongside 15 to 40 year-olds, helping them successfully transition into wealth socially, financially and professionally. • Prevent a family's next generation from being another member of the ultra high net-worth failure statistic (68%).
  • Acg Wealth
    Certified Financial Planner™ And Advisor
    Acg Wealth Mar 2015 - Mar 2019
    Greater Atlanta Area
    As an Advisor and Certified Financial Planner™, I’m always thinking ahead for clients. I dig deeper to deliver a comprehensive outlook and plan—one that’s focused on establishing a full life.I have been told that I am able to put people at ease quickly, so they can feel comfortable opening up and sharing their desires and concerns. From there, I can determine what they want out of life and implement tangible steps to achieve their goals. I’ve found many people focus on their financial capital and not enough on their human capital. When we handle our wealth with wisdom, we can live in a healthier middle, where we develop a plan for saving/investing and live with a sense of freedom to spend it!
  • Acg Wealth
    Financial Planning Director
    Acg Wealth Aug 2017 - Jul 2018
    Greater Atlanta Area
    • Supported our advisors and clients to help them create time and space to truly plan for the future. This unlocks something inside of others so they can begin to experience more peace of mind and freedom to use that money for its intended purposes. • Built comprehensive financial plans that were actually easy for all parties to understand, implement and monitor• Taught clients how to leverage technology to manage their financial affairs more efficiently--so they can spend less time updating their Excel spreadsheets more time doing what they love.
  • Vident Financial
    Investor Services, Marketing Director & Analyst
    Vident Financial May 2013 - Feb 2015
    Greater Atlanta Area
    • 2nd Hire, helping the firm acquire $600M of assets in 3 months• Responsible for sharing Vident's unique story with institutions, advisors and clients• Head of Communications and Compliance, involved in all decisions (branding, marketing, web design, FINRA compliance) centered around the Vident International Equity Fund (VIDI), Vident Core U.S. Equity Fund (VUSE) and the Vident Core U.S. Bond Strategy ETF (VBND)
  • Columbia Theological Seminary
    Masters Of Divinity (Mdiv)
    Columbia Theological Seminary 2009 - 2011
    Atlanta, Georgia
    • Chaplain for Grady Hospital, responsible for ER and ICU response• Associate Pastor at Oglethorpe Presbyterian Church (Summer 2010)
  • Gleneagles Group
    Financial Analyst & Philanthropy Director (Multi-Family Office)
    Gleneagles Group 2008 - 2009
    Greater Atlanta Area
    • Served as investment analyst for ultra high net worth client-families• Helped assist in overseeing $500,000 of clients' annual charitable gifts• Taught inner-city students leadership, philanthropy and personal finance weekly
  • Young Life
    Area Director & Staff Associate
    Young Life 2004 - 2008
    Metro Atlanta, Georgia
    • Served as Director of countywide youth ministry for hundreds of students• Completed three-year, Area Director program--leadership, communication and seminary• Served as Team Leader for The Westminster Schools, recruiting/managing twelve volunteers

Evan Carter Skills

Investments Personal Financial Planning Investment Advisory Wealth Management Public Speaking Volunteer Management Training Entrepreneurship Fundraising Management Philanthropy Youth Ministry Financial Analysis Sales Nonprofits Governance Technology Multi Generational Wealth Transfer Team Management Finance Social Media Financial Planning Microsoft Office Leadership Strategy Strategic Planning Marketing

Evan Carter Education Details

Frequently Asked Questions about Evan Carter

What company does Evan Carter work for?

Evan Carter works for Signaturefd

What is Evan Carter's role at the current company?

Evan Carter's current role is Partner.

What is Evan Carter's email address?

Evan Carter's email address is ev****@****ail.com

What is Evan Carter's direct phone number?

Evan Carter's direct phone number is +140442*****

What schools did Evan Carter attend?

Evan Carter attended Georgia Institute Of Technology, Columbia Theological Seminary, The University Of Georgia.

What are some of Evan Carter's interests?

Evan Carter has interest in Water Holes And Rope Swings, Budgeting, New Technology, Entrepreneurship, Investing, Video Production, Photography, Hiking, Apple Electronics, Swimming.

What skills is Evan Carter known for?

Evan Carter has skills like Investments, Personal Financial Planning, Investment Advisory, Wealth Management, Public Speaking, Volunteer Management, Training, Entrepreneurship, Fundraising, Management, Philanthropy, Youth Ministry.

Who are Evan Carter's colleagues?

Evan Carter's colleagues are Jay Loyd, Cpa, Cfp®, Mckenzie Baker, Lesley Kerr, Brian Frey, Cfp®, Kahaia Lewis, Ariadna Garcia Diaz, Aakash Panchal.

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