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Biography

At Avidian, Carter’s dual focus on serving his clients and assisting the firm with M&A opportunities underscores his commitment to delivering exceptional value and fostering enduring relationships built on trust and mutual success. Carter became an integral part of the Avidian Wealth Solutions team in 2017. Carter’s primary focus revolves around assisting business owners and families in realizing their financial aspirations through comprehensive planning and holistic investment management.

Prior to his tenure at Avidian, Carter accrued 14 years of experience working closely with corporate executives; he specialized in delivering tailored solutions for companies such as Toyota, Waste Management, and HP.

Educated at Southwestern Baptist Seminary, Carter’s dedication to serving the community extends beyond the financial realm. Carter is on the board of the Texas Youth Foundation and serves in his church with his family.

Residing in Cypress with his wife, Sarah, and their daughter, Nora, and son, Boston, Carter finds joy in traveling and engaging in new experiences with his family.

Education & Designations

Southwestern Baptist Seminary

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