Carter R. Hall, CFP®

Principal,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Carter Hall is a wealth management financial advisor based in Greenville, SC.

Carter joined CAPTRUST in 2021 as a principal and financial advisor. He provides wealth management and retirement advisory services to high-net-worth individuals, families, and business owners.

In the industry since 2011, Carter understands the importance of aligning values with money. He specializes in goal setting, long-term wealth management, and customized, innovative solutions and advice.

Before joining the firm, Carter spent eight years at Nachman Norwood & Parrott—a wealth management consultancy firm where he served as a wealth advisor. He began his career as a financial planning professional with Raymond James. Carter earned a Bachelor of Art degree in economics and political science from Furman University.

Outside of the office, Carter serves as a Deacon at Downtown Presbyterian Church and an advocate for children through the South Carolina Guardian ad Litem program. He also volunteers as a board member of the Greenville Estate Planning Council and is a member of the United Way Young Leaders Society.

During his free time, Carter enjoys fly-fishing, camping, grilling, reading, enjoying Greenville’s downtown, and spending time with his wife, Mills, and daughters Eleanor, Betsy, and Mary Carter.

Education

  • Bachelor of Arts degree in economics and political science from Furman University

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™

Memberships

  • Board Member—Greenville Estate Planning Council
  • Member—United Way Young Leaders Society

Awards & Recognition

  • NAPA Top DC Advisor Teams | 2022 (CAPTRUST Greenville)

Resources

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