:: Stephen Carter

Stephen Carter, CFP, is a Certified Financial Planner, Registered Financial Consultant, Certified Estate Planner and Retirement Planning Counselor, and Accredited Asset Management Specialist. He has an MBA from American Intercontinental University and a BBA from Concordia University. Currently Stephen is the District Sales Manager for Ameriprise Financial Advisor Services in Austin, Texas. Besides consulting to high net worth small businesses and personal clientele, and managing a team of between 8-15 advisors running independent entrepreneur practices, he provides the training to all their new advisors. He uses provided course curriculum and materials he has developed himself on the following topics:

  • Tax calculation, estimation and planning
  • Series 7, 9, 10, 24, 66 and Group 1 licensure
  • Financial analysis and planning
  • Small business planning
  • Leadership and employee development

Prior to Ameriprise, Stephen was retail site manager for ExxonMobil Corporation, where he managed store operations, marketing and sales, sales associates, assistant managers and managers, as well as performing as their regional training manager and trainer.

Some of his varied experiences include being front end manufacturing manager for Flextronics, Inc., and production control and logistics manager for Universal Circuits, Inc., as well as a shipping/receiving supervisor for Multilayer Technologies Multek, Inc.

Courses taught:

  • No classes currently scheduled
  • No classes currently scheduled