Grant Carter
Categories
Financial & Investment Services
About
Grant has been working with individuals, families and organizations to identify their financial objectives since 2015. Prior to working as a financial advisor at RBC Wealth Management, Grant was a wealth manager at BNY Mellon and an analyst at J.P. Morgan. Grant’s daily aim is to provide the solutions and advice clients need to build a successful future.
Grant selected the financial services industry because of the people—especially his clients. In wealth management everyone is working together to bring the financial and non-financial ideas and goals of our clients into reality. This is accomplished through building relationships with clients by planning for opportunities and engaging in regular, deliberate conversations helping to ensure everything is on track to reach the desired result.
Grant has a bachelor’s in finance from the University of Oklahoma and is a Certified Investment Management Analyst® (CIMA®) with designation from the Wharton School of Business. Grant passed both the Series 7 and 66 exams.
Grant is married to his wife, Ashley Carter, a nurse practitioner. Together, they enjoy running with their dog, Oakley. In his free time, Grant enjoys cycling, outdoor sports, and spending time with his family in Dripping Springs, Texas.
