David Carter

Vice President – Investments
(623) 972-8511

Sun City Office
Crossroads Office Plaza
12515 W. Bell Rd., Suite 108
Surprise, AZ 85378
(877) 404-3332  |  (623) 972-3332

David has been in the securites business since December of 1998 managing various types of fixed income portfolios. He is focused on providing strategic investment solutions for clients fixed income portfolios. He incorporates investment policy into the management process to assist clients in reaching their financial objectives.

David earned his bachelor of Business Administration degree from Coe College. Outside interest include spending time in the Rocky Mountains, golf and professional and college sporting events.