Kevin McCarter, AWMA™
Manager, Financial Planning Procedures
Financial Advisor
“. . . the way to thrive is to help others thrive; the way to flourish is to help others flourish; the way to fulfill yourself is to spend yourself.” – Cornelius Plantinga
As a an Accredited Wealth Manager Advisor™ and financial planner, I am committed to helping people prepare to achieve and live out their dreams and aspirations with honesty, integrity, and a shared goal of success. I take it upon myself to make every interaction as exciting and encouraging as possible.
In my spare time, you will find me lost in a book. If I am not reading, then I am lost in the garden. I have two daughters named Eden and Lucy, who are growing up way too fast! We are planning on having a small army of kids; the way I see it, it’s just more hands to help in the garden! My goal is to cultivate everything my family eats, which means the garden keeps growing. It’s a good problem to have.
Designations & Certifications
Designations/Certifications Accredited Wealth Management Advisor™
The Accredited Wealth Management AdvisorSM, or AWMA® program, is designed for advisors who want to better address the unique needs of high-net-worth clients.The program’s one-of-a-kind curriculum contains sections dedicated to behavioral finance, working with business owners, and the complex estate and tax planning needs of high-net-worth individuals and executives.