Joe Carter Named As Forbes Top Next Generation Wealth Advisor

Merrill Lynch wealth management advisor, Joseph Carter, has been named one of Forbes Top 500 Next Generation Wealth Advisors. Carter joined Merrill Lynch in 2009. He and his team are dedicated to helping people achieve their financial goals. His team believes every client is entitled to the highest level of personalized service and care. Team members collaborate with the families they serve, utilizing investment strategies that will provide the highest likelihood of reaching the clients' goals. Carter also creates value for clients through behavioral coaching, tax minimization and savings strategies, along with customized investment strategy.

Carter is a graduate of Western Michigan University. He has a degree in Finance with an emphasis in securities analysis, and a minor in Economics. He also holds the Chartered Retirement Planning Counselor designation awarded by the College for Financial Planning. Carter and his team are located at the Merrill Lynch offices in Bloomfield Hills, MI.

The Forbes Top 500 Next Generation Wealth Advisor list is based on advisors born in 1980 or more recent. Nominations were accepted from three types of practitioners: Advisors who have built and lead their own teams, advisors who are part of teams of specialists, and those who are hybrids of those two models. Most important is best practices— client service models, investing process, business types, leveraging a team and firm resources, experience levels, credentials, and overall quality of the practitioner and practice.