Vanessa Carter-Witt | Boston, MA Financial Planner | Adviser Investments

Vanessa Carter-Witt

Wealth Advisor

Vanessa joined Adviser in 2017, and has been a CERTIFIED FINANCIAL PLANNER™ professional since 2021. As a CFP® professional, she is responsible for providing comprehensive and customized financial planning advice to Adviser’s clients. She has a particular interest in helping clients deal with the complexities of aging in place, and recently received her Certification for Long-Term Care. She is a 2015 graduate of the University of Dayton with a B.S. in finance.

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