Broker Check
David A. Carter

David A. Carter

Senior Investment Executive

Meet David, a seasoned professional in the securities business with a wealth of experience dating back to December 1998. Throughout his extensive career, David has adeptly managed diverse fixed income portfolios, demonstrating a keen focus on delivering strategic investment solutions tailored to meet the unique needs of his clients. His approach involves skillfully incorporating investment policy into the management process, empowering clients to pursue their financial objectives with confidence.

David holds a Bachelor of Business Administration degree from Coe College, a testament to his commitment to academic excellence and foundational knowledge in the field. Beyond his professional endeavors, David finds joy in exploring the majestic landscapes of the Rocky Mountains, a passion that provides him with moments of tranquility and inspiration. Additionally, he indulges in the thrill of golf and revels in the excitement of both professional and college sporting events, showcasing a well-rounded and dynamic personality beyond the world of finance. With a rich blend of expertise, dedication, and diverse interests, David continues to make a significant impact in the world of securities and investment.