Carter Financial Group

Hannah Carter, CFP®, CBDA
Director of Business Development and Certified Financial Planner™

Hannah Carter, CFP® helps clients invest their assets and build thoughtful financial plans tailored to their goals. As a member of the firm’s investment committee, she brings a strategic perspective to portfolio decisions, and she also leads the firm’s marketing communications. With five years in the industry, Hannah works with clients across generations, from Millennials and Gen Z to multi-generational families. She especially enjoys guiding families through strategic gifting and planning, and helping people prepare for milestones like retirement, education, or even a dream vacation. Hannah also maintains her Series 65, CBDA designation, and Life & Health Insurance licenses.

Outside the office, Hannah is an avid home cook who loves hosting parties, experimenting in the kitchen, and exploring Chicago’s neighborhoods. She also enjoys reading, gardening, and long walks with her dog. Before becoming a financial advisor, Hannah studied photography at Indiana University and worked as a sommelier-in-training, experiences that shaped both her creativity and her passion for hospitality. She still maintains an impressive whiskey collection and a strong command in the kitchen.