Andre Carter, CFP^®
Assistant Vice President – Wealth Management
Senior Wealth Advisor

Citi Personal Wealth Management helps you connect future aspirations and present needs. Whether you are looking ahead to retirement, planning a child’s education or focused on managing your day-to-day finances, we can help develop a financial plan designed around what’s most important to you.

Backed by Citi’s wealth planning process and product and research capabilities, an experienced Citi Personal Wealth Management Wealth Advisor will work with you – from identifying your financial goals to helping you make them a reality. We’ll also work with Citi colleagues in banking and lending to help simplify your finances. At Citi Personal Wealth Management, we can help put the pieces of your financial picture together in a way that makes sense for you.

About Andre Carter

Andre Carter, CERTIFIED FINANCIAL PLANNER^® Professional and Accredited Portfolio Management Advisor℠, is a is a Senior Wealth Advisor for Citi Personal Wealth Management who manages assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, he helps clients develop and implement strategies for building wealth and realizing their goals.

His mission is to provide objective and timely financial advice and guidance – with the highest level of professional service – in building and preserving wealth for his clients. Andre works with clients to create and update comprehensive financial plans. These credentials equip him with advanced knowledge in comprehensive financial planning and sophisticated portfolio management strategies.

In particular, Andre specializes in working with clients to develop retirement income strategies that help them maintain flexibility and control of their principal, grow their wealth, and ensure sustainable income throughout their lifetime. His experience extends to tax planning strategies, business succession planning and estate planning (by working with clients' tax and legal advisors) for complex financial situations.

As part of a client's Wealth Team, Andre works with a Wealth Relationship Manager to address banking and lending needs.

Prior to his current role, he worked at Town and Country Wealth Management and Ameriprise Financial, where he built a strong foundation in comprehensive wealth management and client relationship building.

Andre holds a bachelor's degree in accounting from the University of Nevada, Las Vegas.