Hannah Carter, CFP®, CBDA

Hannah Carter, CFP® helps clients invest their assets and build thoughtful financial plans tailored to their goals. As a member of the firm’s investment committee, she brings a strategic perspective to portfolio decisions, and she also leads the firm’s marketing communications. With five years in the industry, Hannah works with clients across generations, from Millennials and Gen Z to multi-generational families. She especially enjoys guiding families through strategic gifting and planning, and helping people prepare for milestones like retirement, education, or even a dream vacation. Hannah also maintains her Series 65, CBDA designation, and Life & Health Insurance licenses.

Outside the office, Hannah is an avid home cook who loves hosting parties, experimenting in the kitchen, and exploring Chicago’s neighborhoods. She also enjoys reading, gardening, and long walks with her dog. Before becoming a financial advisor, Hannah studied photography at Indiana University and worked as a sommelier-in-training, experiences that shaped both her creativity and her passion for hospitality. She still maintains an impressive whiskey collection and a strong command in the kitchen.

About Carter Financial Group

Our Commitment

At Carter Financial Group, you’ll find that every team member is a thoughtful individual who genuinely cares about making a difference in this world. As your financial partner, we’re here to help you make sound decisions that remove gaps, strengthen finances, and foster prosperity.

In every step, we’ll help answer questions and offer perspectives. And whenever the markets or your life feel out of control, we’ll offer clarity and focus. Our goal is for you to spend less time worrying about life and more time enjoying the greatness within it!