Wyatt Carpenter

In his role as Relationship Manager, Wyatt serves as a liaison between clients, advisors and custodians, overseeing account opening, maintenance and reporting. Wyatt also manages client portals, ensures information is shared securely and monitors the integrity of client data across various investment and financial planning platforms.

With a Bachelor of Science in Business Administration degree in management, with a concentration in integrated business, from the University of Tennessee, Wyatt brings a blend of personability and comfort to his Relationship Manager role. With a history of work in customer service, he has developed an array of skills and traits to best assist others in good times and bad. Wyatt’s goal is to ensure that everyone he works with receives the dedication and attention that goes well beyond what they are accustomed to.

Outside of work, Wyatt enjoys spending quality time with his wife and young son, playing golf with his friends, and finding ways to get himself involved in any sport or competition that he can. Wyatt enjoys being active as often as he can to ensure he enjoys every moment of life with the people he cares about most.