Evan Carter, CFP®, MDIV
Private Wealth Advisor

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Evan serves others using his business and ministry/counseling background-a true head-and-heart approach. He does this by striving to help professionals and families identify their priorities in life, understand the financial planning process, and help others thrive financially, but also socially and spirituality.

Evan first worked with families through Young Life and spent seven years as the team lead at the Westminster Schools. He then served as an investment analyst at a multi-family office in Atlanta, before earning a Master’s of Divinity degree from Columbia Theological Seminary. After his theological studies, Evan returned to finance. He helped launch a successful investment start-up that amassed over $1.5 billion in AUM in less than eighteen months.

Evan is very involved in his local community. Over the past four years, he has helped to establish a summer leadership program for college-aged students interested in professional, spiritual, and communal development. He also has been an active member of Kairos Church since its inception. In his spare time, Evan enjoys college football, swimming, reading, golf, visiting family, and traveling (to more than 30 countries!).

Evan and his wife Julia live in Atlanta with their two joy-filled daughters–Airlie and Lollie–all of which love cutting loose with a nightly dance party.

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Education

  • CERTIFIED FINANCIAL PLANNER TM (CFP®) PROFESSIONAL
  • Certificate in Financial Planning, Terry College of Business, University of Georgia
  • Bachelor of Science, Business, Georgia Institute of Technology, Magna Cum Laude
  • Master of Divinity (MDIV), Columbia Theological Seminary
  • Chaplaincy CPE, Grady Hospital