Lynn N. Carter
,
CRPC®, CEPA
Director
Financial Advisor
Investment Services Group
Truist Investment Services, Inc.
1331 Johnson Ferry Rd
Marietta, GA 30068-2783
About me
Background
Education
Personal Interests
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
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
Top-notch service delivery and support for the private banking needs of business-owners
Recommended Resources
Market Pulse Market Pulse – September 21, 2026
Market views heading into the week highlight what we're watching and important news ahead.
Economic Data Tracker Higher fuel prices complicate an otherwise resilient economy
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Market Perspective Market reset creates opportunity
View seasonal choppiness as an opportunity. With the S&P 500 flat since June and valuations and sentiment resetting, the risk-reward is improving, particularly in tech.