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Carter Lievens, CFP®, EA

Carter Lievens, CFP®, EA

Investment Advisor Representative

Carter Lievens is an Investment Advisor Representative in JT Stratford’s Winston Salem, North Carolina, office. He has worked as a Tax Accountant assisting clients who have been audited by the IRS. He is passionate about financial planning and helping clients achieve their financial goals.

Carter Graduated from Appalachian State University with a degree in Accounting. He also earned and maintains an Enrolled Agent (EA) Designation so that he may represent his taxpayers before the IRS.

Carter has been married since 2019 and is expecting his first child in December of 2020. Carter and his wife live in Winston Salem, North Carolina. He enjoys traveling with his family, reading, and staying active by running. He and his wife have been active involved with Reformed University Fellowship (RUF).

Carter maintains an Enrolled Agent (EA) Designation, a life insurance producer license, and holds his Series 65 license.