Barrrett Carter

EverGreen Capital Management

Vice President

Wealth Manager

The greatest request that I have encountered in working with individuals is their desire to “Do what they want to do and when they want to do it.” As a financial professional, I am most delighted when this goal is met. I would be happy to shares some stories with you.  

About Me

Thank you for taking the time to learn more about me and my firm.

 

Here's what I care about, that meeting your financial priorities are always my professional focus.  

My goal, is that I utilize my experience to educate my clients and my community of the values and benefits of proper financial planning.

 

What makes my service different, It's about you, I only exist when I help you reach your goals, by being proactive, knowledgeable, available, and a partner that works toward your families financial success.

What can you expect, a professional advisor that works for you, is accountable to you, and is prepared to coach you in making informed decisions about your lifelong financial security.

Services

  • Holistic Wealth Management

  • Retirement Planning

  • Investment Management

  • Benefit Distribution Advice

  • Employer Sponsored Retirement Plans

  • 401k Rollover Advice

  • Stock Option Review

  • Estate Planning Strategies

  • Employer Sponsored Retirement Plans, includes; designing and implementing the best retirement plan options for your business.

       (Services includes tailored Financial Wellness Program)

Education

BS, Calumet College

Years of Experience

19 Years (started in 2001)

Office Location

970 Peachtree Industrial Blvd.

Suite 11

Suwanee, GA 30024

Contact

Office: 708.469.9288

Email:

barrettc305@gmail.com

Since 1989, EverGreen Capital Management has offered a simple yet thoroughly tested approach to investments and financial planning.

Utilize a wealth planning process that is built to help you make the best decisions with your money, offer long-term investments diversified to minimize risk and to achieve the best possible returns, all while building trusted relationships focused on achieving your lifetime financial objectives.

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CONTACT

EVERGREEN

CAPITAL MANAGEMENT

909 N 96th Street 

Suite 101

Omaha, NE 68114

402.392.1220

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through TradePMR, Inc. Member FINRA/SIPC. Advisory services offered through EverGreen Capital Management.