Carter Otey
Planning Associate at Modera Wealth Management | Candidate for CFP® Certification
- Role
- Planning Associate at Modera Wealth Management
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Carter Otey
Senior Planning Associate at Modera Wealth Management with a primary responsibility of…
Experience
Planning Associate
Jul 2025 — Present · Charlotte, NC, US
Modera provides thoughtful wealth management to discerning individuals and organizations. Overseeing $15.5 billion in managed assets as of December 31, 2024, we operate on a fee-only model that puts our clients’ needs ahead of our own.
Education
Cannon School
High School Diploma
Liberty University
Bachelor of Business Administration - BBA, Financial Planning and Services
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