Murray Carter of CSG Capital Partners in Washington, DC has been honored by Financial Times in its 2019 list of the “Top 400 Financial Advisors.”
The list recognizes the top financial advisors at national, independent, regional, and bank broker-dealers from across the U.S. The annual FT 400 list is produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on investment management.
“Murray and his team embody our mission in being the highest standard of success in financial relationships,” said Jerry Lombard, president of the firm’s Private Client Group. “This prestigious recognition is a testament to their client dedication and in establishing successful and thriving practices by providing superior financial advice and guidance.”
The formula used by the Financial Times to select the top 400 advisors is based on several factors including assets under management, asset growth, compliance record, and online accessibility. In addition, to be considered for the FT 400 list, advisors must have a minimum of 10 years’ experience and at least $300 million in assets under management. The final FT 400 represents an impressive cohort of elite advisors.
Murray Carter serves as Executive Vice President/Wealth Management and is a founder of CSG Capital Partners of Janney Montgomery Scott. He has almost three decades of experience in the financial services industry and has achieved the advanced designations of Certified Financial Planner™ (CFP®), Accredited Wealth Management AdvisorSM, Accredited Investment FiduciaryTM, and Certified 401(k) Professional. Mr. Carter was included in the Financial Times “Top 401(k) Plan Advisers” list in 2015, 2017, and 2018 as well as the FT400 in 2018. He and his team were also recognized by The National Association of Plan Advisors (NAPA) as a Top Defined Contribution (DC) Advisor Team in 2018.
As an industry leader and a member of NAPA, an affiliate organization of the American Retirement Association that was created by and for retirement plan advisors, Mr. Carter has participated in the DC Fly-In Forum and has lobbied on Capitol Hill, advocating to protect clients’ rights. He received bachelor degrees in both Business Management and Economics from NC State University.