INCOME AND SOCIAL SECURITY SPECIALIST
Carter’s experience allows him to adhere to a disciplined process that delivers a consistent, yet customized wealth management experience. Before any financial decisions are made, he takes the time to fully understand who his clients are and what matters most to them as individuals and business professionals.
Mr. Lewis obtained his Bachelor of Business Administration from Northwood University, Midland, Michigan
Carter and his wife, Nicole , have two sons and two daughters. The children keep the family extremely busy with lots of activities. Carter enjoys spending time together and making great family memories.
Email Address: firstname.lastname@example.org
Phone: (228) 388-2031
Roberts Wealth Management Team
By contacting us, you may be offered information regarding the purchase of insurance and investment products.
Investment Advisory Services offered through Foundations Investment Advisors. Insurance and annuity products are sold separately through Paul E Roberts, III.
The information provided is basic and general in nature. No specific product or companies are being solicited. This information is for informational and educational purposes only. Please understand that laws and regulations are subject to local variations and may have different interpretations. Therefore, should legal and/or accounting advice be required, it is recommended that you seek the advice of a qualified and licensed professional in your state of residence.