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

If you believe in it, fund it!

Like Congress, if organizations devise good measures but don’t fund them appropriately, they waste their effort and add a few more pages to the company operating manual or HR policy binder, causing cynicism and wonder at “how stupid they can be.”

Mergers & acquisitions: Tips for a successful transaction

Merger and acquisition expert and attorney at law Stephen Dietrich gives practical advice every business professional should know before buying or selling a company.

Great made in Colorado stuff for the great outdoors

John Stultz started his third business, Bear Paw, a decade ago. “I’ve always been a big hiker and backpacker, so I started making tarps,” he says. He now makes a variety of tarps and tents and custom gear for hunters and thru-hikers.
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: