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.