IN THE NEWS
The following article was first published on MarketWatch.com.
Oxford Harriman Adds Dan Carter as Managing Director and Partner in New Westlake, Ohio Office
Cleveland, Ohio – January 6, 2023
Oxford Harriman & Company has announced that Dan Carter has joined the private wealth management practice as its newest partner and managing director. Carter will be based in Oxford Harriman’s Westlake, Ohio office. Dan believes that a long-term client relationship is built on working with an organization such as Oxford Harriman & Co. work, a disciplined approach, and excellent service.
Carter brings over 20 years of wealth management experience to Oxford Harriman & Company. Carter began his career in 2002 with Edward Jones Investments. Prior to joining Oxford Harriman, Carter a Senior Vice President with Wells Fargo Advisors in Cleveland, Ohio.
Carter said about his move to become a partner at Oxford Harriman, “After extensive due diligence I was certain this was the best decision for my clients. Moving to the independent channel of Wells Fargo Advisors while partnering with Oxford Harriman’s responsive team and well-established operations staff ensured a smooth transition.”
Carter will continue to manage multi-generational wealth for his clients with a consultative, high touch approach, applying sophisticated techniques from the early stages of seeking investment accumulation through retirement, and the eventual transfer of wealth to the next generation. As a trusted advisor, Dennis will continue to work closely with clients to grow their wealth, striving to ensure their long-term financial and investment goals are met.
Carter graduated from the University of Akron with a B.S in Marketing and is a Certified Financial Planner CFP.
Dennis Barba, Oxford Harriman CEO & Managing Partner, said, “We could not be more pleased to have Dan join our partnership. Dan is an exceptional advisor, and an exceptional person. His attention to detail, his organizational skills, and his experience will be great assets to Oxford Harriman, we look forward to helping Dan and his team provide an exceptional experience for his clients.” Barba added, “Dan’s knowledge, experience, and drive to help his clients succeed is an asset in our pursuit in building what we feel is one of the leading wealth management practices in the United States.” Barba remarked that, “as one of the larger practices, in terms of assets, in the Wells Fargo Advisors Financial Network, Oxford Harriman & Company is continually looking to add quality partners to the organization.”
About Oxford Harriman & Company: Oxford Harriman & Company is a strategic partnership designed to help investors accumulate, preserve and transfer wealth through a collaborative and strategic approach. Serving the financial and wealth management needs of a select group of clients, the practice provides a comprehensive approach to private wealth management that helps to chart a course based on focus, strategy, and discipline. Oxford Harriman & Company is part of the Wells Fargo Advisors Financial Network, with offices in Akron, OH, Cleveland OH, Detroit MI, Midtown Manhattan NY, Newark NJ, Astoria NY, Albany NY, Mentor OH, and Sarasota, Florida.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Oxford Harriman is a separate entity from WFAFN. CAR-1222-01310