Peyton Carr, CPWA
Peyton Carr
CPWA
Managing Director
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Why you are passionate about financial planning?
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I enjoy building close relationships with my clients as I work on helping them accomplish their goals along life’s path. I’m a problem solver, I like people, and I love my job. I enjoy the challenge of being presented with a situation, and then relied on to figure out the best solution. I pride myself on being ahead of the curve on everything wealth management related!
It’s the ultimate compliment to become the trusted advisor to the family.
Education, Accreditation, and Career
- B.B.A in Finance, SMU |Cox School Of Business
- Certified Private Wealth Advisor® (CPWA®) designation from the University of Chicago Booth School of Business, in collaboration with the Investments and Wealth Institute®
- Merrill Lynch Private Banking and Investment Group, Wealth Advisor
- Royal Oak Capital Management, Principal and Investment Advisor
But Enough About Me,
I’d Love to Learn More About You