Broker Check
Adam Carter

Adam Carter

Vice President, Wealth Advisor

Adam has been an invaluable asset to the Haber Wealth Management team since 2021, bringing with him a wealth of trading experience dating back to 2019. As the Vice President, he plays a pivotal role in delivering top-tier client services, crafting tailored financial plans, and managing Haber Wealth Management's Long Term Care and Life Insurance portfolios. Adam's unwavering commitment to fostering enduring relationships with our clients has propelled our service to new heights.

 

A graduate of West Texas A&M University with a Bachelor's degree in Agribusiness in 2021, Adam holds licenses as a Life and Health Insurance Agent in Texas. He has also earned his  Securities Industry Essentials (SIE), Series 66 securities license, and Series 7 exams. His dedication to enhancing client experiences is further underscored by his pursuit of the CFP certification.

 

As of 2024, Adam assumes partial ownership of the company, cementing his dedication and investment in our shared success. Additionally, he actively engages with the Cameron Chamber of Commerce, contributing to the local business ecosystem.

 

Beyond his professional endeavors, Adam's altruistic spirit shines through his volunteer work with FFA and 4-H programs. Reflecting on his involvement, he shares, "FFA provided me with a robust foundation in leadership and public speaking, instilling invaluable life skills. I aspire for it to similarly impact other families."