Brian Carter II

Brian Carter II

Lead Client Service Associate

Office: (212) 490-4580 (x105)
 

Brian Carter II, a New Rochelle native, joined the Flynn Financial team in 2017 as a Lead Client Services & Support Associate. Brian is a key member of the Flynn Financial family and focuses on servicing our clients with a personalized touch. No job is too big or too small for Brian when it comes to helping our clients. He implements his problem-solving skills in providing thoughtful and efficient solutions. Brian graduated from Winthrop University with a Bachelor’s degree in Business Administration while concentrating on Entrepreneurship. Since returning to New Rochelle, Brian has been involved with giving back to the community. Brian has been involved in various events in the city including the New Rochelle Jazz Festival, an event produced by his Father, Brian Carter Sr., a longer time New Rochelle native. He is also involved in the local Chamber of commerce, acting as an active liaison for the community. Brian also leads several of Flynn Financials’ community and charitable efforts; Soles 4 Souls being one such example.

AUM: $1.5 Billion*

*700 million USD managed

800 million USD in Institutional Investment Consulting

OVER 215 YEARS COMBINED EXPERIENCE

Licenses


Series 7

Series 63

Series 65

Series 66

Life, Accident & Health