Edit ModuleShow Tags

GenXYZ: Madison Carter, 27

Financial Adviser, Morgan Stanley Wealth Management. Founder, On the Pulse LLC


Published:

Carter runs a consulting firm to help form strategic partnerships, all the while working as a financial adviser.

What led you to your current career path?

When I went to Boston College I didn’t know what I wanted to major in. I tried to propose a major in entrepreneurship, and eventually I decided on an economics major. After junior year I got an internship with Smith Barney in Denver, and I was hired full-time after I graduated in 2008. Smith Barney merged with Morgan Stanley.

What does entrepreneurship have to do with being a financial adviser?

Your success is dependent on you. The resources of the firm can help, but like a business owner, if I work hard and continuously enhance my expertise and services, I will succeed. Without that constant dedication and innovation, I could very easily become obsolete. 

What is On the Pulse?

On the Pulse is the consulting business I started in 2010. I help nonprofits and for-profits develop strategic partnerships to accomplish business expansion, fundraising or empowering collaboration.

What is one myth you can dispel about wealth managers?

Some consider it to be a sales job, but those who are most successful view themselves as entrepreneurs. It’s not transactional; it’s an ongoing relationship.

Edit Module
Nora Caley

Nora Caley is a freelance writer specializing in business and food topics.

Get more of our current issue | Subscribe to the magazine | Get our Free e-newsletter

Edit ModuleShow Tags

Archive »Related Articles

How the way you think can sabotage your success

A negative pattern of thinking and decision-making keeps a lot of us complacent, and stuck ― not to mention unfulfilled and less successful than we want to be.

Celebrating 529 plans on National College Savings Day

As the school year begins to end for some and National College Savings Day (5/29) fast approaching, now may be an opportune time to start thinking about college – particularly 529 college savings plans.

How Denver's Tejon Street came back to life

Over the years, Tejon Street went from a thriving streetcar hub with commercial centers and residences to a neglected neighborhood. But in the last decade, with about $100 million invested in the corridor, Tejon has bounced back.
Edit ModuleShow Tags

Thanks for contributing to our community-- please keep your comments in good taste and appropriate for our business professional readers.

Add your comment: