T. Carter Naeny
CFP® Practioner and LPL Investment Advisor Representative
Carter has over 25 years of financial planning and wealth management experience. In 1982, he first started as an investment broker in Annapolis, Maryland. He moved to a pension administration firm outside the DC area where he developed their Investment Division in 1985. He has been a Certified Financial Planner since 1988.
He moved to Kent Island on Maryland’s Eastern Shore and began his own financial planning firm in 1989. Still on Kent Island today, Naeny Capital Management Group, Inc. was incorporated in 1994.