“I’m fortunate to hold a role that aligns with my passion for finance while enabling me to build meaningful client relationships and support their journey toward long-term financial success.”
Carter Easley
Associate Wealth Advisor
Williamsburg
Carter Easley works with the Wealth Management team as an Associate Wealth Advisor. He previously worked as a Life Event Specialist at Unum Insurance, managing short-term disability claims with empathy and support.
Carter holds a Bachelor’s degree in Finance with a concentration in Investments and a minor in Entrepreneurship from the University of Tennessee at Chattanooga. He is working toward his Series 65 license and has earned Bloomberg Market Concepts certification.
Carter values his role because it combines his passion for finance, helping others, and building meaningful client relationships to support long-term financial success.
Recently relocated to Williamsburg, VA from Tennessee, he enjoys playing golf and watching football, which he played for seven years.