Marie F. Carter

Financial Planner

PHONE: (615) 277-9463  |  FAX: (615) 850-8103

Licenses & Certifications:

  • CPA/PFS (Certified Public Accountant/Personal Financial Specialist)
  • Certified Financial Planner™ practitioner, CFP®
  • Licensed Insurance Agent
  • Registered Securities Representative of TrustCore Investments, LLC

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Marie Carter’s goal as a financial planner is to help her clients reach their financial goals and find financial peace of mind.  Her prior experience as a CPA and tax consultant provides added value to her financial planning clients.  She coordinates with the client’s other key advisors to develop a comprehensive financial plan that  covers all the key components of their financial life.  Her current practice includes individuals such as executives, professionals, widows and retirees.

Marie earned her undergraduate degree in accounting from Georgia State University in Atlanta.

Outside of work, Marie enjoys traveling, cooking, exercise, and spending time with family and friends.

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