Team Member-Anthony Carter

Anthony Carter

CFP^®, PMP^®
Director, Financial Wellness

Anthony Carter joined Compass Financial Partners in December 2024 as the Director of Financial Wellness, bringing 20 years of experience in the financial services industry. He began his career in the non-profit sector, where he provided holistic planning and debt management services to individuals and families in financial crisis. In 2008, Anthony joined Fidelity Investments, where he spent 15 years in various roles focused on delivering financial education and guidance to working Americans while driving the firm's strategy around participant education. Most recently, he served as Vice President of Participant Engagement, overseeing global wellness programs for some of the world's largest organizations.

Anthony leads our team of Financial Wellness Coaches, dedicated to providing impartial financial advice and benefits optimization support for our clients. He graduated from the University of Utah with a B.A. in Finance and received his Master of Business Administration degree from Baylor University. Anthony is also a CERTIFIED FINANCIAL PLANNER^™ (CFP^®) professional and a Project Management Professional (PMP^®).

Anthony is active in his community, serving as a lecturer at his alma mater, and working with Securities Industry and Financial Markets Association (SIFMA) to provide financial literacy courses to underserved communities. He enjoys spending his free time traveling, reading, and exploring the mountains with his dog, Jazz.