Carter Scheetz

Carter Scheetz

Financial Planner

A graduate of the University of South Carolina, Carter and his wife, Shannon, now live in South Boston. They enjoy traveling and exploring new restaurants, always on the lookout for fresh experiences together. Carter is also a passionate golfer and loyal supporter of Gamecock athletics. 

Fun fact: During college, Carter worked as an equipment manager for the University of South Carolina’s baseball team. In his freshman year, the team captured the national championship—a highlight in the midst of their back-to-back title run. 

Carter Scheetz joined Boston Wealth Strategies in 2025 as a Financial Planner, bringing with him valuable experience from the asset management side of the industry. As a wholesaler at a boutique firm, he worked closely with financial advisors, which sparked his appreciation for holistic planning and inspired him to become a CERTIFIED FINANCIAL PLANNER™ professional himself. 

Carter is a registered representative of Commonwealth Financial Network® and holds FINRA Series 7 and 63 registrations. He is also an active member of the Financial Planning Association, staying engaged with industry peers and ongoing professional development. 

Life is always in motion—your financial plan should move with you.

We’re here to help make sure it does.

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