Carter Hodgson

Associate Advisor at Crown Wealth Group

Role
Associate Advisor at Crown Wealth Group
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Carter Hodgson

As an Associate Advisor at Crown Wealth Group, I am focused on creating time and service…

Experience

  1. Associate Advisor

    Crown Wealth Group

    Mar 2025 — Present · Charlotte, NC, US

    Create time and service efficiencies through strategic task management, meeting prep and planning support. Interface with clients on behalf of the CEO and provide our family of clients with timely communication and assistance.

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Carter Hodgson — Associate Advisor at Crown Wealth Group in Charlotte, NC, US | Unifers