Robb Carter, CFA

Partner | Client Advisor | Seattle, WA

701 5th Avenue, Floor 74, Seattle, WA 98104







Robb entered the wealth management industry over 25 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.


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.