Evan Carter

Financial Planning Director
Evan Carter

Evan is the Financial Planning Director for Atlanta Capital Group. He provides holistic financial planning services to private clients such as families, retirees and professionals. He is passionate about serving families with excellence using his unique academic & financial background, as well as his vocational experience with young adults.

Evan first worked with families through Young Life, spending seven years as the team lead at The Westminster Schools. He then served as an investment analyst at a multi-family office in Atlanta, before earning a Masters of Divinity Degree from Columbia Theological Seminary. After his theological studies, Evan returned to finance. He helped launch a successful investment start-up that amassed over $1.5B in AUM in less than eighteen months.

Evan is highly involved in his local community. Over the past two years, he has helped to establish a summer leadership program for college-aged students interested in professional, spiritual and communal development. He has also been an active member of Kairos Church since its inception. In his spare time, Evan enjoys college football, swimming, reading, visiting family and traveling (over 30 countries).

Evan and his wife Julia live in Atlanta with their daughter, Airlie, who loves cutting loose with a nightly dance party.

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Education

  • Certificate in Financial Planning, Terry College of Business, The University of Georgia
  • Bachelor of Science in Business from the Georgia Institute of Technology, Magna Cum Laude
  • Masters of Divinity (MDIV), Columbia Theological Seminary

Check the background of this investment professional on FINRA’s BrokerCheck.