Robb Carter, CFA
Partner Client Advisor Seattle, WA
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206.707.7399Robb entered the wealth management industry over 32 years ago and has focused his practice on guiding business owners and public company senior management through the complexities of their success – concentrated stock positions, executive compensation, and overall wealth management strategies ranging from estate planning, generational wealth transfer, and family education. Through helping clients evaluate and understand their options, they can make informed decisions about their futures, leaving them with the freedom to focus on what truly matters.
Robb began his career at Oppenheimer & Co. Inc. in 1994 and joined Freestone in 2009 to combine expertise in wealth management with an independent investment platform that provided broad diversification across both public- and private-market investments.
Education
Robb earned a BA in Finance from Pacific Lutheran University and holds the Chartered Financial Analyst (CFA®) designation.
Outside Freestone
Robb enjoys spending time outdoors. His favorite activities include skiing, mountain biking, and wake surfing.
Recognition
Robb was named to the Forbes “Best-In-State Wealth Advisors” list in 2026, and has been recognized as a Five Star Wealth Manager by Five Star Professional from 2012 to 2026.
CFA Institute is the owner of the certification marks “CFA®”. Use signifies that the user has successfully completed the initial and ongoing credentialing requirements for certification.
The Forbes Best-In-State Wealth Advisors award is administered by Forbes and was issued on 4/7/2026 based on annual data as of 6/30/2024 – 6/30/2025.
The Five Star Wealth Manager award is administered by Five Star Professional (FSP). The Five Star Wealth Manager awards were received annually for the years 2012–2026, based on annual data as of May 15 through November 30 for the years 2011–2025. Freestone did not pay a fee to be considered for any award or ranking, although some publications may require payment of a fee for use of the awards in marketing materials. For additional information visit Freestone’s Disclosure Page: https://www.freestonecapital.com/important-disclosures.