Carter Inglis, CRPC®
Senior Vice President
Manager of Sales and Operations

Mr. Inglis serves as Senior Vice President and Sales Manager for our mutual fund sales team. He has over 20 years of professional experience, most recently as a Financial Advisor with Morgan Stanley. Prior to Morgan Stanley, Mr. Inglis’ experience included Wells Fargo Advisors, Wells Fargo Home Mortgage and several software firms he helped start and manage.

Mr. Inglis earned his B.A. degree in Economics from the University of Georgia.  He also holds the Chartered Retirement Planning Counselor (CRPC®) certification from the College for Financial Planning.




Email(404) 953-4729

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