Charles G. Carter, ChFC®, RICP®
Chuck has 18 years’experience in financial services, qualified retirement planning, estate planning,and insurance design. He began his career as a financial advisor with Morgan Stanley Dean Witter in Phoenix Arizona and obtained his FINRA Series 7 and 63 securities registrations (now held through Commonwealth Financial Network®). In 1999, he worked with Nationwide Retirement Solutions, a national leader in providing qualified benefits to business, schools, and municipalities. In 2005, Chuck moved to Phoenix Life as a wealth management consultant and was recognized for high performance both in the field and in the home office. Chuck was named a member of the 2005 Rookie Cabinet, awarded the 2007 Speaker of the Year honor, and was a member of the Variable Universal Life strategic and marketing panel.
Most recently, Chuck worked as an insurance planning specialist at Morgan Stanley Smith Barney. His focus was risk management, business succession planning, and estate planning. As a consultant, Chuck spent time with each client, reviewing their specific situation, portfolio holdings, and planning documents. Chuck earned two designations through the American College. In 2013, he completed the Charted Financial Consultant® (ChFC®) designation, and in 2016 he earned the Retirement Income Certified Professional® (RICP®) designation.
An Arizona resident since 1973, Chuck attended the University of Arizona and has a BS in business. He lives with his wife of 18 years, Brandi, and two very busy children in Phoenix, Arizona. When he’s not coaching his 12-year-old daughter in soccer or his 10-year-old son in baseball, he enjoys hiking Squaw Peak or going for a run.