BIO

Carter Gleason

Financial Planning Associate

Carter is passionate about helping individuals and families make thoughtful financial decisions with greater confidence and clarity. He believes financial planning is about much more than growing wealth. It’s about using money as a tool to help people live the lives they want to live.

Professionally

Carter graduated from the University of Alabama with a degree in Finance and Personal Wealth Management. Shortly after graduation, he passed the CFP® exam and began his career at an RIA working in comprehensive financial planning. He enjoys helping clients organize the many moving pieces of their financial lives into a clear, thoughtful plan that supports their long term goals and gives them greater confidence in the decisions they make.

Personally

Originally from Louisville, Kentucky, Carter recently relocated to the Nashville area and is excited to become part of the local community.

Outside of work, Carter enjoys staying active through running, golfing, and exploring Nashville. He loves live music, sporting events, and discovering new places with friends, but is just as happy spending an evening cooking dinner, watching a great movie, or reading. Naturally curious, he enjoys learning about psychology and philosophy, writing, and finding inspiration through music, movies, and art.