Joey Carter is a Financial Services Professional with over 20 years of experience helping individuals, families, and business owners make informed financial decisions with confidence. Joey specializes in customized financial strategies and retirement planning, with a focus on long-term strategies tailored to each client's goals and priorities.
Prior to transitioning into his current role, Joey spent more than a decade in leadership positions within the financial services industry, including 13 years as a branch manager. This background gives him a deep understanding of both the technical and personal aspects of financial solutions, as well as the importance of clear communication and disciplined decision-making.
Joey has earned his FINRA SIE, Series 7 and Series 66 licenses, and the Chartered Retirement Planning Counselor (CRPC) designation.
Known for his client-first approach, Joey believes effective financial strategies starts with listening. He works closely with his clients to create thoughtful, customized solutions designed to evolve as life changes. Helping them navigate today's decisions while preparing for what's ahead.
Outside of work, Joey enjoys spending time with his wife, Veronica, and their three children. He is an avid sports fan, enjoys traveling and camping with his family, and values giving back to the community he calls home.