Marie Carter
Financial Planner

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

Licenses & Certifications: 
CERTIFIED FINANCIAL PLANNER™ practitioner, CFP®
CPA (Certified Public Accountant)

Marie F. Carter is a CERTIFIED FINANCIAL PLANNER™ practitioner, CFP® as well as a CPA. As a financial planner and advisor, her goal is to help gain greater financial peace of mind for her clients by assisting them in making educated and informed financial decisions.

Marie’s prior experience as a CPA included tax consulting and other financial planning consulting for high net worth individuals, professionals, and business executives.  Additionally, she has extensive consulting and compliance experience in the area of trust and estates.  Marie’s depth of experience in tax provides “added value” to her financial planning clients.

As a financial planner, Marie coordinates with other professional advisors to develop and implement a sound financial plan. Each plan is regularly monitored and adjusted as necessary to meet the ever changing lives of her clients.