Kevin McCarter Earns Accredited Wealth Management Advisor Designation
December 2023 – Kevin McCarter, Financial Planner with S.E.E.D. Planning Group has been awarded the Accredited Wealth Management AdvisorSM designation from the College for Financial Planning®.
The Accredited Wealth Management AdvisorSM is designed for advisors who want to better address the unique needs of high-net-worth clients. The program’s one-of-a-kind curriculum contains sections dedicated to behavioral finance, working with business owners, and the complex estate and tax planning needs of high-net-worth individuals and executives.
Kevin, alongside his wife, Kirby, and two daughters, Eden and Lucy, are residents of Knoxville, TN. He graduated from the University of Tennessee’s Haslem College of Business in 2021 with degrees in Finance and Accounting. He joined S.E.E.D. in November 2021.
For more information about Kevin, please visit www.seedpg.com
S.E.E.D. Planning Group, LLC
31 Lewis Street, Ste 401
Binghamton, NY 13901
(607) 217-5091