Evan Carter Email & Phone Number

Atlanta, GA, US

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.

Atlanta, GA

Greater Atlanta Area

• 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%).

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.

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.
• 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.

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.

Atlanta, Georgia

• Chaplain for Grady Hospital, responsible for ER and ICU response
• Associate Pastor at Oglethorpe Presbyterian Church (Summer 2010)

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

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

Business, Finance, Accounting, Marketing, Magna Cum Laude (High Honors)

Activities and Societies: Young Life Volunteer (4 years) - Certificates in all three offered areas: Finance, Accounting and Marketing.

Master'S Degree, Masters Of Divinity, 3.8

I deliberately took classes from multiple seminaries because I value different perspectives. My degree was earned over the course of five.

Certificate In Financial Planning

• Certified Financial Planning (CFP®) Certificate • Executive Program in Financial Planning; Terry School of Business (UGA)