Bob Carter

Founder & CEO @Lion Street

Lion Street, Inc. is a privately held national financial services distribution company based in Austin, Texas. With proprietary resources, unparalleled direct access to top-rated carriers, strategic alliances with key industry specialists, and group buying leverage, Lion Street provides elite Advisors the powerful platform they need to serve their sophisticated clients. A fundamental difference in Lion Street’s structure is that every advisor is an Owner. Together, Lion Street’s Advisor-Owners are strongly committed to building a fiercely independent, yet highly collaborative network of professionals dedicated to serving their high-net worth and corporate clients. Strategically comprised of 120 firms who have built successful financial advisory practices across the nation, Lion Street’s Advisor-Owners specialize in Wealth Transfer, Wealth Management and Executive Benefits. To learn more about Lion Street, visit