Cfp® Carter Davenport II

Carter Davenport II, CFP®, has a strong background in the financial industry with a focus on consulting and relationship management. Carter began their career at Cunningham and Company as a Mortgage Consultant from May 2005 to June 2007. Carter then joined Clark Consulting, where they worked as a Client Relationship Analyst from April 2009 to April 2011 and as a Carrier & Product Financial Consultant from April 2007 to July 2012. Since August 2012, Carter has been with Diversified Trust, starting as a Vice President and eventually being promoted to Senior Vice President in January 2021.

Carter Davenport II, CFP®, obtained a Bachelor's degree in Business Administration from Elon University, where they studied Business, Economics, and Spanish from 2001 to 2004. Prior to that, they attended North Carolina State University from 1999 to 2001. Besides their academic achievements, Carter also holds the certification of CERTIFIED FINANCIAL PLANNER™, which they obtained from the Certified Financial Planner Board of Standards Inc. in December 2014.