Ronald Carter CFP®, ChFC®, CIMA,® CDFA™

As a Financial Advisor, I help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. My mission is to provide unbiased, objective and timely financial advice and guidance — with the highest level of professional service — in building and preserving wealth for my clients. My experience in the financial services industry began in 1992. With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning. In addition, I am a Certified Investment Management Analyst® (CIMA®) and Chartered Financial Consultant® (ChFC®.) For these certifications, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements. Most recently, I completed specialized studies in the Certified Divorce Financial Analyst® educational program offered through The Institute for Divorce Financial Analysts. The use of the CDFA™ designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field. Www.wfadvisors.com/ronald.carter This information is intended for use only by residents of: AK, AZ, CA, DE, FL, IL, IN, MI, MO, OH, PA, TN, VA, WI /*********/ Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social