Doug Carter

Our vision is to shape our community by impacting the lives of our financial representatives, our staff and most importantly, our clients. To do this, we will continually attract the sharpest individuals to the MOST RESPECTED Financial Services Organization on the Gulf Coast.

Every financial representative will pursue excellence in what they do by having a phenomenal work ethic and a driving passion to help their clients solve their financial goals and objectives.

Our internship program will continually produce the very best financial representatives through one-on-one mentoring and joint work with our veteran representatives. Each semester we will convert 1 intern who has demonstrated the characteristics that historically and statistically lead to success.

By having an abundance mentality, our office provides daily help in assisting the new financial representatives in their daily practice by answering questions, going to appointments, and helping them be meticulous factfinders. This investment of time and experience will insure that our reps get off to a fast start and early success.

This foundation of activity will create opportunities for leadership development, which enhances the overall performances and culture within our office. This indeed solidifies our vision as a whole and makes the world go round.