Steven Carter is a dedicated financial professional with over 15 years of experience helping individuals, families, and business owners build financial confidence, protect what matters most, and plan for the future. As a Financial Advisor with MassMutual, Steven focuses on comprehensive planning strategies that integrate protection, growth, and long-term legacy planning.

Steven’s background spans private banking, wealth management, and financial coaching. He has served clients through organizations such as JPMorgan Chase, Ameriprise Financial, BNY Mellon, and Project Row Houses, where he helped individuals and families strengthen their financial foundations through education, planning, and disciplined execution. His approach is relationship-driven, values-based, and centered on understanding each client’s unique goals.

He holds a Master of Science in Finance from Webster University and a Bachelor’s degree in Marketing from Henderson State University. Steven is known for his ability to simplify complex financial concepts and guide clients through important life decisions with clarity and integrity.

Outside of his professional work, Steven is a devoted Christian, husband, and father of three. He enjoys staying active and competitive—having played college football at Henderson State University and participating in basketball, baseball, and track during high school. These experiences continue to shape his disciplined, team-oriented approach to both life and advising.

Steven is passionate about helping clients create financial strategies that support not only their goals today, but the legacy they want to leave for generations to come.

Education

Henderson State University (2000-2005), Webster University (2020-2023)

Affiliations & Memberships

Kappa Alpha Psi Fraternity Inc.