• William L. Carter, CFA

    Financial Advisor, RJFS

Will is distinguished in having earned the Chartered Financial Analyst Designation. In 2007, after graduating Magna Cum Laude from Auburn University where he earned a BS Degree in Finance, he began his investment career in New York City with Bear Stearns and JP Morgan. Returning to Alabama, he spent seven years at Sterne Agee and Leach, culminating his career there as a Senior Investment Analyst and Co-Portfolio Manager where he co-managed over $450 million in client assets. In this role, he specialized in asset allocation, investment due diligence and market research. Joining Birmingham Investment Group in 2016, Will specializes in assisting our clients with comprehensive investment management and financial planning.

A native of Birmingham, Will lives in Vestavia with his wife Allison and their young daughter Ellis. In his free time, he enjoys spending time with family and friends, hunting and coaching youth sports.