Registered Representative; RJFS, Carter Advisory Services
Samuel assists with investment research, portfolio reviews, meeting prep, and other team tasks as needed to ensure that clients get above and beyond the service expected. Samuel passed the CFP® exam in March 2019 and is working on gaining the necessary work experience to carry the CFP® designation.
Prior to joining Carter Financial Management, Samuel was with Diversify, Inc. in Salt Lake City, Utah as an account manager where he assisted advisors in servicing client accounts.
Originally from San Diego, Samuel graduated magna cum laude in May 2019 from Utah Valley University with a degree in Personal Financial Planning.
Samuel and his wife live in Farmers Branch, TX with their daughter, Brooklynn, and rescue dog, Luna. New to Texas, they enjoy exploring the great state to find local swimming holes and new places to eat. As avid sports fans, they attend games at Dr. Pepper Ballpark, American Airlines Center, and Globe Life Ballpark as often as possible.