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Allied Wealth Partners

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Allied Wealth Partners

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  2. George E. Carter

George E. Carter

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George E. Carter
Senior Financial Advisor
Phone: 
973-265-1311
E-mail: 
gcarter@alliedwealthpartners.com

Education:

Bachelor of Arts in Economics - Denison University

Professional Registrations and Licenses:

Registered Investment Advisor
FINRA Series 7, 63 and 66 Licenses

George Carter is a Financial Advisor with Allied Wealth Partners, having more than 22 years of financial services experience. Prior to joining the AWP team, George worked with three of Wall Street's most prestigious firms; AXA Advisors, Merrill Lynch, and JP Morgan Chase. With Merrill Lynch, George was a member of their "Executives Club."

From the simple to complex, George has an extensive background in developing tailored financial strategies that encompass all aspects of insurance and investment solutions. George’s primary focus is to provide sound wealth management advice to business owners, individuals, and their families. His consultative approach begins with assessing one’s current financial situation, clearly mapping out future goals and then offering recommendations that work towards achieving those aspirations. An integral part of George's wealth management process is to help clients protect what they have worked a lifetime building. For this reason, George remains committed to educating his clients to fully understand all the financial tools and resources available to help them reach their wealth potential.

George graduated from Denison University in 1989 with a Bachelor of Arts degree in Economics. George, his wife Sheila and their three daughters; Catherine, Elizabeth, and Mary reside in Gladstone, NJ. In his spare time George enjoys bridge, golf and tennis.

Founded in 1966, Allied Wealth Partners mission is to be an elite Independent Wealth Management Firm within the New York/New Jersey Metropolitan area. As of December 2018, we assist clients with over $3.4 billion of assets and have over $4.5 billion of Life, Disability and Long Term Care Insurance coverage in force for our clients. We offer comprehensive financial services covering: Investment and Insurance Products & Services, Employee Benefits, Financial Planning, Executive Compensation, Business Succession and Estate Planning.

George E. Carter is a registered representative and investment advisor representative of Securian Financial Services, Inc. 

 

1805640 5-2017

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14 Walsh Drive Suite 100 Parsippany, New Jersey, 07054, United States
  •  moconnor@alliedwealthpartners.com

Allied Wealth Partners is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.Certain individuals associated with Allied Wealth Partners are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA /SIPC . Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA's BrokerCheck . For information about which individuals associated with Allied Wealth Partners are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.Allied Wealth Partners, 14 Walsh Drive, Suite 100, Parsippany, NJ, 07054 973-299-9222 Copyright 2013 Allied Wealth Partners, Securian Financial Network. All Rights Reserved. 1767071 DOFU 07/2017

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such.  You should always consult your tax/legal advisor regarding your own specific tax/legal situation. 

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