About Carter McClung
Carter joined Blue Rock Dravo Bay in September of 2019. Carter graduated from the University of Delaware and earned a B.S. in Financial Planning & Wealth Management and B.S. in Finance. During his time at the University he has served as a Peer-to-Peer Financial Counselor where he worked closely with the Success Grant Program Coordinator. In this role, he provided exit loan counseling and created strategies to reduce student loan debt and default rates for University of Delaware graduates. Having wrestled since the age of 9, he also served as the President of University of Delaware’s Club Wrestling Team.
Prior to joining Blue Rock Dravo Bay, Carter had summer internships at Bell Rock Capital in Rehoboth Beach, DE and Creative Financial Group in Newtown Square, PA. At Bell Rock Capital he researched and tested various financial planning software’s to expand the company’s service offering into holistic financial planning. He also created financial planning marketing material and provided initial evaluation of financial picture for high net worth individuals. At Creative Financial Group he created a client’s needs analysis, niche marketing strategies and served as a financial planning assistant to set appointments and provide data entry in company’s customer relationship management system.
Carter is an avid student of the financial planning industry. Having an interest in creating and designing a life living to your fullest potential, he realized early on that money plays a role in everything that we do. He’s driven to understand how money impacts our beliefs, emotions, and decisions and is in search for aligned harmonization of what we value with money spent.
Carter passed the CFP® examination in September of 2020 and is now looking ahead to further his tax education by become an IRS Enrolled Agent (EA). George Kinder has shaped Carter’s perspective on wealth and in the future he’s looking to purse George’s Registered Life Planner (RLP) designation to aid individuals in the discovery, articulation, and execution of their dreams of freedom.
Aside from personal finance, Carter is an advocate of better living through science as he enjoys living an active lifestyle. You can find him following his curiosity reading about the latest health tech or out spending time with friends and family.