photo-charlenecarter-2

Charlene Carter, CFP®, Wealth Advisor

Charlene’s priority is creating a customized plan and portfolio designed to meet your financial goals. She works closely with clients to navigate even the most difficult times and and to help achieve financial freedom.

Charlene’s background and credentials include:

  • CERTIFIED FINANCIAL PLANNER™ since 1995
  • Graduate of the University of Oregon 1982 – BS, Teaching Certificate
  • President of Carter & Carter Financial 1995-2017
  • Branch Manager Raymond James Financial Services, Inc. (our independent broker dealer)
  • Member of Raymond James Chairman’s Council 2013*
  • Barron’s Top 100 Women Financial Advisors 2010**
  • Registered Rep.’s 2010 & 2011 Top 100 Independent Advisors***
  • Member of the local chapter of the Financial Planning Association
  • Licensed Life Insurance & Variable Annuity

At Merriman, our corporate culture includes a desire to be actively involved in the community in which we live. Charlene serves as a member and past President of the local chapter of the Financial Planning Association (FPA). She is a proud member of University of Oregon Alumni Association and Order of the O. Charlene’s a past member of the board of directors for the American Red Cross and the Eugene Symphony. She can be found on financial talk on local AM stations including KUGN and KLCC.

Her hobbies include biking, hiking, skiing and spending time with her family and family pets.

charlene@merriman.com

CFP® | Certified Financial Planner |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

photo-jennyhector

Jenny Hector, CFP®, Wealth Advisor

Jenny Hector is a Certified Financial Planner™ practitioner.  Jenny works closely with Charlene to prepare financial plans, review client portfolios and provide investment recommendations.  Jenny has been associated with Carter & Carter since early 2006.  Prior to joining the firm in 2006, she worked in various corporate finance positions with high tech companies in California and Oregon.

Jenny received a Master of Business Administration degree from the University of Oregon and a Bachelor of Science degree in Sociology from the University of Oregon.

An Oregon native, Jenny is an avid fan of all that Oregon has to offer.

Jenny’s background and credentials include:

  • CERTIFIED FINANCIAL PLANNER™
  • Graduate of the University of Oregon – BS, MBA
  • Member Financial Planning Association (FPA)
  • Member University of Oregon Alumni Association
  • Series 66 since 2006

Her hobbies include skiing, hiking, traveling and gardening.

jenny@merriman.com

CFP® | Certified Financial Planner |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Operations Team

photo-angiecarter

Angie Carter, Professional Receptionist

Since 1990, Angie Carter has used her exceptional people and organizational skills to keep business running smoothly. As the “Director of First Impressions,” Angie is the voice and face of our office in Eugene. She especially loves taking care of clients… everyone is special to Angie.

Angie schedules appointments, organizes meetings, greets clients when they visit the office, and works diligently to ensure that the office is running smoothly.

She enjoys camping, spending time outdoors and time with her four grandchildren (three boys and one girl). She also loves riding quads!

angie@merriman.com

michelle

Michelle Miller, Operations Manager

Michelle has rejoined our office after taking a hiatus to raise her three children.  Michelle first joined us in 1997 after completing her Bachelor’s degree in Business from Oregon State University and worked for several years as a Licensed Assistant.  Michelle takes great pride in making sure the client experience is an exceptional one. She assists our advisors in their daily business operations.

In her spare time, Michelle enjoys coaching youth sports, taking her two dogs out for runs and going on adventurous trips with her family.

michelle@merriman.com

photo-heathermartin

Heather Martin, Client Services Account Specialist

Heather joined the team with 9 years of financial operations experience. Her knowledge and experience allows her to provide exceptional client service. She looks forward to helping you with your questions.

Heather is a passionate gardener and first time grandma to Josiah. She and her husband Bruce love to sail and spend time with family.

heather@merriman.com

new 2

Moorea Monaco, Client Services Account Specialist

Moorea joined the team in August of 2014. She earned her Bachelor’s degree in Planning, Public Policy & Management at the University of Oregon, and previously worked for a local credit union and the City of Eugene. She assists the advisors in their daily business operations and report preparation.

In her spare time Moorea enjoys cooking, spending time with her family and friends and working on home improvement projects with her husband Kane.

moorea@merriman.com

* Membership is based mainly on assets under management, education, credentials, and fiscal year production. Re-qualification is required annually.
** Ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. Past performance is not indicative of future results. Individual experiences may vary.
*** Award based on assets under management.