Most advisors will talk to you about returns. Rory starts somewhere else: what are you protecting, and has anyone actually asked you?
Rory works with families who have already built something worth protecting. His starting point isn’t a portfolio or a number - it’s what the money is actually for: who you’re taking care of, and what you’d never want to put at risk.
That makes for a different first conversation than most people are used to. Fewer questions about performance, more about the things nobody ever thought to ask. His view is that the wealth you’ve spent a lifetime building should be protected first, because it only takes one unexpected event to undo years of good decisions.
That work doesn’t happen alone. The Banks Carter Group is a multi-generational team, and we work alongside your attorney and CPA so the pieces - beneficiary designations, titling, insurance, estate documents, the portfolio - get looked at as one picture instead of a pile of parts.
Rory grew up a financial advisor’s kid; his father, Bill, is closing in on fifty years in this business. Before joining him, Rory spent a decade at JP Morgan, ending as an equity derivatives trader on the Delta One / Equity Finance desk, and eight years at UBS across the Wealth Advice Center, the Wealth Planning and Wealth Advisory desks, and in the branch helping clients untangle their most complicated situations.
He graduated from Franklin & Marshall College in 2008 with dual degrees in economics and physics and holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation. He lives in Bucks County with his wife, Eileen, and their two young children, and spends his free time hunting, clay shooting and cooking.
If you’re not sure anyone has asked you the right questions, that’s worth a conversation. We’ll learn a bit about you and your family, share a bit about us as a team, and see if working together makes sense.
