Changes in life not only impact you personally, but they can have a profound impact on you financially both in the short term and the long term.
What is most important to you – especially in times of change? Through a proven 5 step process, I work with you to establish personalized strategies that help you achieve your unique financial goals. Then, I partner with you throughout your life to keep you on track to ensure that you achieve your goals.
I am proud to serve a wide variety of clients and guide them through life's most complex decisions. As part of a sound financial strategy, I will review four basic questions:
1. Are you organized financially?
2. Are your assets growing at a rate and within acceptable risk levels that will allow you to reach your financial goals?
3. Is your financial future properly protected should unexpected events occur?
4. Will your wealth transfer strategies achieve your end of life goals?
I enjoy assisting multi-generation families develop wealth transfer strategies. Regardless of their financial goals, my clients are assured that I will work tirelessly to help them achieve success confidentially and comfortably.
Prior to joining Edward Jones, I worked in international business, healthcare management and have pursued several start-up businesses. I earned an undergraduate degree from the Wharton School of Business at the University of Pennsylvania. My Master of Business Administration is from the University of Miami in Coral Gables, FL.
Outside my role at Edward Jones, my wife and I have four beautiful daughters. I am active in the community including St. Matthews Church, The Knights of Columbus, the Latin American Chamber of Commerce and AIESEC Life. During my free time, I enjoy hiking the Carolina Mountains, biking in the Greenways around Charlotte and spending time with my family.
Let's Talk: (704) 541-4154
Bart Carmichael, AAMS®
- Retirement Savings Strategies
- Wealth Strategies
- Socially Conscious Investing
- Estate & Legacy Strategies
- Portfolio Reviews
- Retirement Income Strategies
My Personal Interests
- Spending Time with Family
- Personal Fitness
- Board Games
Office AddressVillage At Robinson Farm
8430 Rea Road Suite 130
Charlotte, NC 28277 opens in a new window
Phone NumberBart Carmichael at (704) 541-4154
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