Halle Carter

Halle supports clients and advisors in delivering a high level of personalized financial planning and wealth management service as our Associate Wealth Advisor. She serves as a key point of contact for clients, assisting with ongoing communications, account servicing, and follow-through on financial planning recommendations. Working closely with our advisors, Halle helps prepare for client meetings, conducts planning-related research, and supports the implementation of strategies designed to help clients achieve their financial goals.

When she is away from the office, Halle enjoys staying active outdoors, especially playing volleyball. She also loves spending time by the ocean with family and friends or being in the kitchen making sourdough bread.