Carter Scheetz joined Boston Wealth Strategies in 2025 as a Wealth Associate. Before that, he held various roles across the financial services industry, including working as a wholesaler at a boutique asset management firm. In that role, he worked closely with financial advisors, which sparked his interest in holistic financial planning. That experience ultimately led him to pursue the CFP® certification and transition into advising clients directly on their financial lives.
His wife, Shannon, and him live in South Boston. Outside of work, they love traveling and exploring new restaurants around the city. Carter also enjoys playing golf and cheering on his alma mater, the University of South Carolina.
Professional Designation, Certifications, Registrations, and Licenses
- CERTIFIED FINANCIAL PLANNING® certification
- Registered representative of Commonwealth Financial Network®
- FINRA Series 7 securities registration
- FINRA Series 63 (Uniform Securities Agent) securities registration
Professional Memberships
- Financial Planning Association
Education
- University of South Carolina
Something You May Not Know About Me…
In college I worked for the baseball team as an equipment manager. My freshman year we won the National Championship which was the second year of back-to-back championships.