PROFESSIONAL PROFILE
Anthony Eric Carter, Jr., CSNA adheres to a disciplined process which delivers a consistent, yet customized, wealth management experience for clients. He assists clients with building, maintaining, and transferring wealth.
Before any financial decisions are made, he considers their entire lives, taking the time to fully understand who they are and what matters most to them as individuals, as parts of families, and/or as business professionals.
With this knowledge about what clients value most, he is able to help clients establish objectives, develop an appropriate strategy and recommend solutions that draw upon the breadth and depth of Total Merrill to connect each piece of their financial lives.
He conducts regular reviews with clients to help them monitor their progress toward reaching their goals and keep their strategies consistent with any changes that may take place in their lives, their families, and/or businesses.
His Merrill Lynch client focus includes, but is not limited to, professional athletes, 401(k) plan sponsors, families of special needs children, entertainers, and corporate executives. Additionally, he services retirement needs for small to medium-sized businesses.
He has been working in the financial services industry since 2001 and joined Merrill Lynch as a Financial Advisor in 2008. He is Series 7 and Series 66 registered, is a Certified Special Needs Advisor, and is currently registered in Arizona, California, Kansas, Nevada, and New York.
He is extremely active in the community as a volunteer for several charities. He is also a football, basketball, and lacrosse official for youth and high schools.
He matriculated at the University of California, Los Angeles, where he studied Sociology. He is also a lifetime member of the UCLA Alumni Association. He now attends the Pepperdine University Graziadio School of Business and Management.