Daniel Carter

Daniel entered the banking and financial services industry in 2005. Throughout his career, Daniel has earned multiple insurance and securities licenses including those for Commercial Lending, Health and Life Insurance, along with securities licenses from FINRA including series 7 and 66 licenses.

Daniel has gained experience throughout his career from local banking and financial services institutions such as Fidelity Bank, Metairie Bank, and Edward Jones. Daniel has a long track record of successfully serving families in the greater Northshore area.

Daniel graduated from Southeastern Louisiana University with a bachelor’s in Accounting.

Outside of pursing his goal to help families achieve financial freedom, Daniel’s favorite things to do are spend quality time with his wife, Hannah Carter, and children. In addition to this, Daniel enjoys serving his local church at the Generations Church in Pearl River, Louisiana. Daniel and Hannah serve as elders and youth pastors at Generations Church.