Ashley B. Carter

About Ashley B. Carter

I\'m a Private Wealth Financial Consultant with Roseate Group of Wells Fargo Advisors in Charleston, SC. Utilizing the new eMoney® tool, I direct our team’s planning process with clients. I\'ve earned my CERTIFIED FINANCIAL PLANNER® certification and hold a Chartered Financial Consultant, ChFC® designation. I also have the Certified Private Wealth Advisor®, CPWA® certification through the Investments & Wealth Institute. This program is taught in conjunction with the Yale School of Management and focuses on ultra-high-net-worth client strategies.My husband, Travis, and I live in Mt. Pleasant. In my free time, I enjoy cooking, playing tennis and pickle ball, and spending time with our two chocolate labs, Fenway and on accepted statistical methods, eMoney® uses a mathematical process used to implement complex statistical methods that chart the probability of certain financial outcomes at certain times in the future. This charting is accomplished by generating hundreds of possible economic scenarios that could affect the performance of your investments. Using Monte Carlo simulation this report uses up to scenarios to determine the probability of outcomes resulting from the asset allocation choices and underlying assumptions regarding rates of return and volatility of certain asset classes. Some of these scenarios will assume very favorable financial market returns, consistent with some of the best periods in investing history for investors. Some scenarios will conform to the worst periods in investing history. Most scenarios will fall somewhere in between.This information is intended for use by residents of AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IN, LA, MA, MD, ME, MO, MS, NC, NJ, NM, NY, PA, SC, SD, TN, TX, VA, VT, WA, WI, and WV and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Experience

1. Private Wealth Financial Consultant

   Wells Fargo Advisors

   Dec 2016 — Present

Education

• College of Charleston

  Master of Arts - MA

  2007 — 2010

• DePauw University

  Bachelor of Arts - BA

  2002 — 2006