Marie F. Carter
Financial Planner

Telephone: (615) 277-9463   |   Fax: (615) 850-8103   |   E-Mail Address: click here 

Licenses & Certifications: 
CPA/PFS (Certified Public Accountant/Personal Financial Specialist)
CERTIFIED FINANCIAL PLANNER™ practitioner, CFP^®
Registered Securities Representative
Licensed Insurance Agent

Marie Carter is a CERTIFIED FINANCIAL PLANNER™ practitioner as well as a Certified Public Accountant and Personal Financial Specialist. She came to TrustCore in 2005 after practicing as a CPA in public accounting for over 15 years. Her ultimate goal is to help her clients gain greater peace of mind by assisting them in making informed financial decisions.  Her current practice includes individuals such as executives, professionals, widows and those who are retired.

As a Financial Planner, Marie works with the client's other advisors to develop and implement a comprehensive financial plan that covers all  the key components of the client's financial life.  Areas of focus include estate planning, retirement planning, tax planning, college education planning, insurance review, stock option planning and investment portfolio review, design and ongoing management. The investment portfolio is designed based on the client's risk tolerance and lifetime financial goals.  Going forward, each plan is monitored and adjusted as needed to meet the ever changing lives of her clients.

Marie's depth of  knowledge as a CPA provides "added value" to her financial planning practice. Clients benefit from her prior experience in tax consulting and compliance for individuals, estates and trusts.  She has provided tax consulting for high net worth individuals, professionals and executives.  In addition, she developed a specialty in the area of estates and trusts by providing tax consulting to trustees and executors. She has served as a liaison between her client and the attorney to facilitate the administration of the estate.

She is a graduate of Georgia State University with a bachelor's degree in Accounting.  She obtained her CPA designation in 1992 and her CFP^® designation in 2003 and PFS designation in 2010.  She has lived in the Nashville area since 1996.