We’re proud to share that Bill Carter has once again been recognized by Forbes as one of the Best-in-State Wealth Advisors for 2025. This honor reflects Bill’s continued excellence in wealth management and the strong, trusted relationships he builds with his clients year after year.
The Forbes Best-in-State list highlights advisors who consistently demonstrate outstanding professionalism, ethical standards, and success in helping clients meet their financial goals. Earning a spot on this list in consecutive years is no small feat—it’s the result of Bill’s deep industry knowledge, strategic insight, and genuine commitment to serving others.
With decades of experience and an unwavering focus on personalized planning, Bill has guided individuals and families through evolving markets and milestones. His ability to simplify complexity and deliver tailored, long-term strategies is what sets him apart.
At the heart of Bill’s work is a belief that financial advice should be as personal as the lives it impacts. That’s why he invests time in understanding each client’s values, priorities, and vision for the future. This thoughtful approach continues to earn the trust of both clients and colleagues.
Please join us in congratulating Bill on this well-earned recognition. We’re honored to work alongside a professional who exemplifies excellence in every sense of the word.
The Forbes Best-in-State Wealth Advisors 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025.
Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data.
Out of approximately 48,944 nominations, roughly 9,722 advisors received the award.
This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.
For more information, please visit: https://www.forbes.com/best-in-state-wealth-advisors/
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