Stephen Carter

Stephen Carter leads Weaver Capital Advisors and Weaver’s Family Office Services, offering a broad array of financial services to high net worth and ultra-high net worth individuals, their families and their businesses. With more than a decade of experience, services to provide peace of mind to families that seek to preserve and protect their legacy. He understands that every family is unique and that each situation requires open communication, effective coordination, competent planning and the highest quality service.

Stephen’s background is in M&A, IT, private banking and investment management. This extensive experience coupled with the resources of a large, national CPA and advisory firm enables unparalleled, custom-tailored solutions to support client success for generations.

A certifed insuracne agent in Texas, Stephen also has his series 63 and series 65 certificaitons and is a investment adviser representative (IAR). Stephen holds a Bachelor of Business Administration from the McCoy School of Management at Texas State University