Awards & Recognition

 

 

 

 

 

 

 

 

 

Murray Carter of CSG Capital Partners Named to 2018 Financial Times 400 Top Financial Advisers

 

PHILADELPHIA, PA – March 22, 2018 – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services, and investment banking firm headquartered in Philadelphia, PA, is pleased to announce that Murray Carter of CSG Capital Partners in Washington, DC has been honored by Financial Times in its 2018 list of the “Top 400 Financial Advisers.”

The list recognizes the top financial advisors at national, independent, regional, and bank broker-dealers from across the U.S. This is the sixth annual FT 400 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on investment management.

“The advisors on the annual FT 400 list represent the best in the nation,” said Jerry Lombard, President of the Firm’s Private Client Group. “It is a great honor to be included on this competitive list of elite advisors. I am extremely proud of Murray and the exceptional service he puts forth each day to help his clients achieve their financial goals.”   

Financial advisors from across the industry applied for consideration, having met a set of minimum requirements, including having at least 10 year’s experience and $300 million in assets under management. The applicants were then graded on six criteria: assets under management (AUM); AUM growth rate; experience; advanced industry credentials; online accessibility; and compliance records. The final FT 400 represents an impressive cohort of elite advisors, as the “average” advisor in this year’s FT 400 has 28 years’ experience and manages $1.4 billion in assets.

Murray Carter, Washington, DC

Murray Carter serves as Executive Vice President/Wealth Management and is a founder of CSG Capital Partners of Janney Montgomery Scott. He has over two decades of experience in the financial services industry and has achieved the advanced designations of Certified Financial Planner™ (CFP®), Accredited Wealth Management AdvisorSM, Accredited Investment Fiduciary™, and Certified 401(k) Professional. Mr. Carter was included in the Financial Times “Top 401(k) Plan Advisers” list in 2017 and 2015. He and his team were also recognized by The National Association of Plan Advisors (NAPA) as a Top Defined Contribution (DC) Advisor Team in 2018.

As an industry leader and a member of NAPA, an affiliate organization of the American Retirement Association that was created by and for retirement plan advisors, Mr. Murray has participated in the DC Fly-In Forum and has lobbied on Capitol Hill, advocating to protect clients’ rights. He received bachelor degrees in both Business Management and Economics from NC State University.


Financial Times and NAPA Honor Murray Carter and CSG Capital Partners Team

Philadelphia, Pennsylvania – October 3, 2017 – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, PA today announced that Murray Carter, Executive Vice President/Wealth Management of CSG Capital Partners has been named to the 2017 Financial Times “Top 401 Retirement Advisors”. Janney also announced that CSG Capital Partners has been named to the inaugural list of National Association of Plan Advisors’ (NAPA) Top Defined Contribution Advisor Firms.

“Retirement plans have helped us grow our business and have increased significantly over the past 15 years,” said Murray.  “I’ve been at Janney for 20 years because it’s a firm that allows me to run my business as I see fit.  No one tells me how to do anything, and you can’t replicate that type of culture anywhere else.”

Murray credits his success with his 401(k) retirement planning to providing superior service to clients in comparison to other firms. “We are here to work with clients, to stay in touch, and to provide them with the education and support they need.  With our team, clients don’t need to worry about reaching out to us. We are proactive and offer helpful advice,” he said.

Murray was previously named a Top 401 Retirement Plan Advisor in 2015. He is an active participant in NAPA, attending their annual meetings with congress and other government officials each summer here in Washington DC. A member of Janney’s premier CEO Roundtable, he continues to expand his industry knowledge, having obtained the advanced designations of Certified Financial PlannerTM, Accredited Wealth Management AdvisorSM, Accredited Investment FiduciaryTM, and Certified 401(k) Professional.

The FT 401 is based on data gathered from financial advisors, firms, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in eight primary areas, including: DC plan assets under management; DC plan assets as a percentage of overall AUM; growth in DC plan AUM; growth in DC plans advised; DC plan employee participation; professional designations; experience; and compliance record. In addition, to be considered for the FT 401 list, advisors must manage at least $25 million in assets in DC plans, and DC plans must represent at least 20% of their total AUM.


Philadelphia, Pennsylvania – June 2, 2015 – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, PA today announced that Murray Carter, Executive Vice President/Wealth Management of CSG Capital Partners has been named to the 2015 Financial Times “Top 401 Retirement Advisors”.

The Financial Times report names the 401 most elite Defined Contribution (DC) plan advisors in the U.S. These top advisors hail from 41 states, Washington, D.C., and Puerto Rico and they each average over $700 million in DC plan assets. The inaugural list was developed in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on asset management, and Broadridge Financial Solutions, Inc. a leading provider of data solutions and market intelligence.

“Murray consistently ranks as a top advisor as his experience and client service is unparalleled within the financial advisory industry,” said Jerry Lombard, president of the firm’s Private Client Group. “We thank him for his continued commitment to his clients and to our Firm, and we are proud to have him as part of the Janney team.”

Carter has over 20 years of experience in the financial services industry. In addition to holding the FINRA Series 7, 63, 65, 4, 8, 24 and 53 and a general insurance license, he has achieved the advanced designations of CERTIFIED FINANCIAL PLANNERTM, Accredited Wealth Management AdvisorSM, Accredited Investment FiduciaryTM, and most recently, Certified 401(k) Professional. Murray is also a certified Compass Portfolio Manager. He received bachelor degrees in both Business Management and Economics from NC State University. Murray has completed advanced training in insurance, taxes, risk and investment management, financial, estate and retirement planning.