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Team Profiles

Charlene Carter

 

Kenneth L. Carter
Carter & Carter Financial
Chief Economist

Raymond James Financial, Inc.
Financial Advisor
Phone: 541.683.2900
ken@carterandcarter.com

As co-founder of Carter & Carter Financial, it has been my pleasure to support many financial advisors serving clients and tax consultants in their tax preparation and advisory rolls. We continue to be one of the only firms in our area to have built our business on the premise that coordinating taxes with investment offers the best opportunity to increase your wealth and reduce your taxes.

My job is to keep abreast of current economic, political and tax issues that may affect both our clients and our investment and tax advisors. As Chief Economist for Carter & Carter Financial, it is important to communi-cate the inter-relationship of these components.  We attempt to develop win/win solutions for the many financial challenges faced by clients, advisors and managers.  It is only through experience and surrounding oneself with talented individuals that we continue to be a successful “mover and shaker in the industry.”

Since 1978, we have been fortunate to be featured in financial publications, local media, and to have received many awards. This has only been possible with the talents and able partnership of my wife Donna and my daughter Charlene Carter CFP®, who now runs our operation. I am very proud of our wonderful financial team.  It is hard to believe that we mark our 30th year in the financial industry.

Iperiodically write articles for this web site or for our occasional client newsletter. During market crisis, we reach out to clients, offering group and individual meetings.

For a current economic overview, click Market here or in the banner menu bar above.

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Securities and investment advisory services are offered through Raymond James Financial Services, Inc., an independent broker/dealer and member of FINRA/SIPC. Securities are not FDIC-insured and are subject to risk, including the possible loss of principal.

This site is published for residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links to other sites from within this website are provided for information only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

*Tax Preparation and Accounting services are provided by Carter & Carter Financial, not as a service of Raymond James Financial Services, Inc.

Local Office:
We are available by appointment Monday through Friday from 8:30 am to 5:00 pm.

750 Good Pasture Island Road
Eugene, Oregon 97401
Telephone: 541.683.2900 • 800.338.4436
Fax: 541.343.7945

securities and investment advisory services are offered through:
Raymond James Financial Services, Inc.