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Stephen Carter Ameriprise Financial Advisor

Stephen Carter

CFP®, MBA, CEP®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner

We shape financial solutions for a lifetime.®

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512.986.5569

stephen.a.carter@ampf.com

 
 

12

Years of Experience

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Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC®  Chartered Retirement Planning CounselorSM
  • AAMS®  Accredited Asset Management SpecialistSM
  • CMFC®  Chartered Mutual Fund CounselorSM
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Office Location

921 W New Hope Dr
Ste 204
Cedar Park, TX 78613-6785
Map Phone: 512.986.5569 Fax: 512.986.5798

Hours: Monday9 a.m. - 5 p.m.
Tuesday9 a.m. - 5 p.m.
Wednesday9 a.m. - 5 p.m.
Thursday9 a.m. - 5 p.m.
Friday9 a.m. - 5 p.m.

Please call ahead to make an appointment. Hours may vary.

Professional Networks

View my LinkedIn Profile

Education

  • MBA

Professional Associations

  • Financial Planning Association

My Approach

You work hard for your money. I'll develop strategies to make sure it's working hard for you. I advise my clients on the issues that matter most to them: a good education for their children, a comfortable retirement and protecting their families. I'll work one-to-one with you to identify your short- and long-term goals, then supply the knowledge and advice you need to help you feel confident that you're making informed financial decisions for your family's future.

Financial priorities differ from person to person. They can also differ from year to year. At Ameriprise Financial, we think it's important to have a financial plan that's tailored to your needs and has the flexibility to evolve with you. We take a comprehensive approach to financial planning, based on an ongoing relationship with a personal advisor. That's how we get to know you personally: your goals, your worries and your dreams. Then we draw on our more than 110-year heritage to provide experienced guidance to help you develop a financial plan and to find a broad range of financial solutions to meet your needs. That's how The Personal Advisors of Ameriprise Financial help over two million people feel greater confidence about their financial futures. Life is full of surprises and opportunities. We can help prepare you for what's next.

Areas of Focus

  • Family Finances
  • Estate Planning Strategies
  • Small Business
  • Employee Stock Options
  • Charitable Giving
  • Domestic Partner Planning
  • Retirement Planning Strategies
  • Saving for Education

Interests

  • I enjoy spending time with my wife and our three children.

Community Participation

  • Leander Chamber Of Commerce
  • Cedar Park Chamber of Commerce

Market Watch

Market News

License Information

I am licensed and registered to conduct business in TX.
Based on licenses and registrations I hold, I may also conduct business in OR, HI, WA, LA, MI, CA, NE, MD, AK, NJ, AZ, CO, NC, OK, VA, PA, NY.
  • The FIVE STAR Wealth Manager Program (“Program”) research was conducted (Insert survey dates from the Five Star table: www.fivestarprofessional.com/wm2012researchdates.htm.) All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: www.fivestarprofessional.com/wm2012researchoverview.htm
  • As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
  • Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
  • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

© 2005-2012 Ameriprise Financial, Inc. All rights reserved. Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.