Marilyn (Lynn) Carter Hogan, Founder of Carter Capital Management, drives a high standard of personal service and communication to ensure client satisfaction by overseeing daily operations for her company, Carter Capital Management. Included in these operations is investment strategy and trading activity support.

Marilyn began her career in 1986 at Wells Fargo Advisors. She was responsible for trading and investment strategy for the institutional, public fund, and high-net-worth clients whose accounts she has continued to serve. With over thirty five years of experience in the industries of cash management strategies, structuring government agency debt, and her extensive knowledge in the taxable and tax-free fixed income areas, Marilyn continues to structure security deals valued at billions of dollars.

A graduate of Capital University, Marilyn earned a bachelor’s degree in economics and business administration.  She holds her General Securities (Series 7), The Uniform Securities Agent State Law Examination (Series 63), The Uniform Investment Adviser Law Examination (Series 65), as well as Licenses to Sell Insurance and Annuity Products in the States of Ohio and Michigan.

Hi, I’m Marilyn Carter Hogan

 I’m excited to take you to the next level of investing where you can create your financial future with confidence.

Although financial security and peace of mind is always the goal, it does mean something different for everyone.  I have been helping individuals, families, and business owners for over 35 years. Over the years, I have learned what truly allows me to be of service to others and really sets me apart from my competition…. I have real conversations that are more holistic and encompassing so that together, you and I, can look at what your money can actually do for you.

Let’s face it, for many people, the thought of dealing with a financial professional can leave some feeling confused, insecure, and uncomfortable, which is not motivating.  What’s motivating is seeing what’s possible for your future, which is why I use financial strategies that are value based.  I know that if my clients are happy and succeed with achieving their financial goals, then I have succeeded.

I grew up in a household where my father made all the financial decisions, so when he died suddenly of an allergic reaction at a routine checkup, my mother was not only lost personally but also financially.  I watched as she struggled to find any resemblance of what her financial future looked like without my dad.  I made the promise at that time to be committed to helping others plan for their financial future so they would never have to feel like my mom did during that time.

Educating people on how to work with their money becomes a powerful force to seeing what is possible for their future.  And with my unique experience and prospective, along with offering a personalized plan to meet your individual objectives, I am confident in my abilities to be able to make your money work for you.

I work with individuals, families, and business owners, helping them with their personal finances, investing, retirement plans, social security, and estate planning.

I am passionate about what I do, and I am here to help.  So, my promise to you is this: I will give you my absolute personal best, and your plan will be unique to you because I believe in the power of living your best life.

Join me in a conversation to find the right financial answers to your investment questions.  And remember, the goal is always to give you peace of mind.

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