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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.
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PartnerSignaturefdAtlanta, Ga, Us -
Partner - SoutheastGenerous Giving Aug 2024 - PresentAdvocate 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. -
PartnerSignaturefd Jan 2022 - PresentAtlanta, Ga -
Financial Advisor To Families & ProfessionalsSignaturefd Mar 2019 - PresentGreater Atlanta Area -
Advisor To FamiliesAbundant 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%).
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Certified Financial Planner™ And AdvisorAcg Wealth Mar 2015 - Mar 2019Greater Atlanta AreaAs 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! -
Financial Planning DirectorAcg Wealth Aug 2017 - Jul 2018Greater 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. -
Investor Services, Marketing Director & AnalystVident Financial May 2013 - Feb 2015Greater 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) -
Masters Of Divinity (Mdiv)Columbia Theological Seminary 2009 - 2011Atlanta, Georgia• Chaplain for Grady Hospital, responsible for ER and ICU response• Associate Pastor at Oglethorpe Presbyterian Church (Summer 2010) -
Financial Analyst & Philanthropy Director (Multi-Family Office)Gleneagles Group 2008 - 2009Greater 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 -
Area Director & Staff AssociateYoung Life 2004 - 2008Metro 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
Evan Carter Education Details
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Magna Cum Laude (High Honors) -
Certificate In Financial Planning
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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Evan Carter
Vp Of Sales And Partnerships | Distributed, Real-Time Compliance For Permissionless Defi @ NetkiNew York, Ny -
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Evan Carter
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