George E. Carter
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.