Charles G. Carter, ChFC®, RICP®
Chuck has over 20 years of experience in financial services, qualified retirement planning, estate planning, and insurance design. He began his career as a financial advisor with Morgan Stanley Dean Witter in Phoenix Arizona and obtained his FINRA Series 7 and 63 securities registrations (now held through Commonwealth Financial Network®). In 1999, he worked with Nationwide Retirement Solutions, a national leader in providing qualified benefits to business, schools, and municipalities. In 2005, Chuck moved to Phoenix Life as a wealth management consultant and was recognized for high performance both in the field and in the home office.
Most recently, Chuck worked as an insurance planning specialist at Morgan Stanley Smith Barney. His focus was risk management, business succession planning, and estate planning. Chuck has also earned two designations through the American College. In 2013, he completed the Charted Financial Consultant® (ChFC®) designation, and in 2016 he earned the Retirement Income Certified Professional® (RICP®) designation.
An Arizona resident since 1973, Chuck attended the University of Arizona and has a BS in business. He lives with his wife of 20 years, Brandi, and two very busy children in Phoenix, Arizona. When he’s not coaching his 14-year-old daughter in soccer or his 12-year-old son in baseball, he enjoys hiking or going for a run.
Client Services Manager for Charles Carter, ChFC®, RICP®
Keri Holloran joined Camelback Retirement Planners February 2017 as Charles Carter’s client services manager.
In this role, Keri assists in preparation for all client meetings, handles pre/post meeting paperwork and maintains all client activities and files. If you need to make an appointment to see Chuck or have any questions about a particular CRP, office procedure, or process, Keri is the one to contact. Additionally, she assists in opening new accounts and day to day office operations.
Originally from Indiana, Keri graduated with a BA in marketing/sales from New Mexico State University where she was a member of the women’s golf team. Keri has lived in Phoenix since 1988 and is a past winner of the Phoenix City Women’s Golf Championship. Keri lives in the Arcadia area of Phoenix with her husband, Pat; their two children; and two rescue dogs. In her free time, Keri enjoys watching her children play sports and golfing.