Financial Advisor Support Coordinator
Carter Lomas joined WDS in 2024 as a Financial Advisor Support Coordinator, where he assists in client communication, appointment scheduling, and managing essential administrative tasks, including paperwork processing and report preparation. In addition to these responsibilities, Carter plays a pivotal role in onboarding new clients following workshops and seminars, ensuring a seamless transition into WDS services.
Carter holds a Bachelor’s Degree in Finance and Business Administration with a minor in Business Law from Winona State University. Driven by a commitment to excellence, he is dedicated to supporting financial advisors with precision, thoroughness, and a focus on delivering exceptional service. Aspiring to become a licensed Financial Advisor, Carter is guided by a strong sense of integrity, which he views as the foundation for building trust and providing transparent, unbiased advice.
Outside of his professional pursuits, Carter is an avid traveler with a goal of visiting all 50 states, having already explored many. He stays active through weightlifting and golf and cherishes time spent with close friends. As the oldest of six brothers, Carter credits his parents as his greatest supporters and sources of inspiration.
