Carter Morrissette

Carter joined Boulay Financial Advisors, LLC as an intern in the spring of 2022 and became a Wealth Management Associate in June 2022. His passion for wealth management is fueled by the opportunity to help his clients boost their financial literacy and achieve their goals. Carter enjoys building long-term relationships with clients and their families, providing peace of mind when it comes to their personal and business finances. He assists the wealth management team in many ways, including portfolio management, retirement planning, tax planning, and other areas of financial planning. Carter believes that the tools, resources and knowledge available to clients at Boulay truly “help them get there.”