Private Wealth Management

Ed Carter

Vice President

Direct: (615) 279-4345

Philosophy & Approach

With over 35 years of experience, Ed prides himself on longstanding relationships with clients. He says, “Like any relationship, it is important to attain and maintain a level of trust. It is my job as a consultant to offer my clients financial guidance that truly reflects their best interests, and I take that responsibility very seriously.”

Experience & Education

Ed joined Stephens Private Client Group in 2000. Previously, he was a financial advisor with J. C. Bradford & Co., later to become a part of UBS Financial Services Inc.

Ed received a Bachelor of Arts from the University of Memphis in 1976. In addition, in 2006 he graduated from Stephens’ wealth management program, Stephens University, offered through Wake Forest University.


You may obtain information regarding the background of our Financial Consultants by viewing their bio and by searching for them on the Financial Industry Regulatory Authority’s Broker Check website: www.finra.org/brokercheck

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