Skip to main content

Our financial advice team


Bradley D Carter

Bradley D Carter

MS, CPA, APMA®, ChFC®, CLTC®

Private Wealth Advisor

Business Financial Advisor
Carter & Monson Private Wealth Advisors
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 16 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Insurance
  • Tax Planning Strategies
  • Small Business

Interests

Helping people make wise and informed decisions is a driving force in Brad's life. Forming long-term friendships with his clients is the outcome of this dedicated service. In 2012, Brad took a three-year leave of absence from Ameriprise Financial to serve with his wife, Donalynn, as a Mission President for The Church of Jesus Christ of Latter-day Saints in the Australia Adelaide Mission. Brad has a beautiful family of three married daughters and six grandchildren who enjoy traveling and being together. Brad also enjoys singing, playing the guitar, reading and cultural events. Golf and tennis are favorite recreational activities.

Community participation

  • Volunteer youth advisor at our local church
  • Sponsor for the Brockstrong Foundation

Awards & recognition

  • Ameriprise Circle of Success, 2006-2008

Qualifications

  • CPA  Certified Public Accountant
  • ChFC® Chartered Financial Consultant®
  • APMA® Accredited Portfolio Management Advisor℠
  • CLTC® Certified Long Term Care®
  • Series 7, 63 and 65 Licensure
  • Life, Accident & Health Licensure

Education

  • Masters of Science, 1994 Taxation - Washington School of Law
  • Bachelor of Science, 1984 Accounting - University of Utah

Previous experience

  • Tax and Business Services Manager - American Express Tax & Business Services, 1989 - 1996
  • Financial Planning & Tax Manager - Sorenson & Brough, CPAs, 1983 - 1989
Newsletter

to receive my newsletters and other financial and market information