Lynn Carter

Lynn N. Carter
Vice President Financial Advisor Investment Services Group Truist Investment Services, Inc.

1331 Johnson Ferry Rd

Marietta, GA 30068-2783

Lynn.Carter@Truist.com

Phone 678-695-5279

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About me

Background

Lynn Carter is a Financial Advisor with Truist Investment Services, Inc., offering clients more than 25 years of financial services, retirement planning, and investment management experience. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Arts in Psychology
Denison University 1979 1983

Personal Interests

Lynn is active in the Blessed Trinity auction gala committee and loves to travel and spend time with her husband, Charlie, and son, Camden.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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