Joshua P. Carter, CFP - Northwestern Mutual

Joshua P. Carter, CFP - Northwestern Mutual Josh is a Wealth Management Advisor helping families define, build, and enjoy prosperous lives.

Our mission is to help guide our clients to realize their full potential and strive towards their definition of financial security through establishing attainable and meaningful goals, developing a personalized plan, and executing custom-tailored solutions to their unique needs. We will become an advocate for you vision, helping to organize your financial life and identify the necessary actions th

at will make your vision a reality. As your financial partner, we will walk down your path together, taking on both the challenges and the opportunities that are inevitable in this changing world.

Americans don’t like talking about money, but the benefits to personal and financial health are proven. Read this articl...
07/20/2026

Americans don’t like talking about money, but the benefits to personal and financial health are proven. Read this article for ideas on how to get beyond your fear, and then I can help you get started. http://spr.ly/6182B8i9ek

07/17/2026

If you feel stuck, it's understandable. That's why I'm here. I'll meet you where you are and help find opportunities that can get you where you're going.

Market gains are no longer coming from just a few stocks. Our latest Quarterly Market Commentary explores why diversific...
07/16/2026

Market gains are no longer coming from just a few stocks. Our latest Quarterly Market Commentary explores why diversification may be playing a bigger role in investor success in 2026. http://spr.ly/6188BEprpe

This economic climate isn’t making anything easy. But that’s why I'm here. You might not be ready for the life you want ...
07/14/2026

This economic climate isn’t making anything easy. But that’s why I'm here. You might not be ready for the life you want to live just yet, but I can help you make a plan to get there.

The labor market appears to have regained its footing, shifting the focus back to inflation. This week's commentary exam...
07/14/2026

The labor market appears to have regained its footing, shifting the focus back to inflation. This week's commentary examines why persistent price pressures—not slowing employment—may be the bigger risk for markets in the second half of 2026. http://spr.ly/6189BEpMPt

Tackling just one financial task each month is a great way to keep your goals on track without feeling overwhelmed. Plea...
07/13/2026

Tackling just one financial task each month is a great way to keep your goals on track without feeling overwhelmed. Please reach out if you'd like to review your personalized plan. http://spr.ly/6187BDmm1z

If you want to cheer on Team USA in person at the 2028 Olympics, let’s talk about how to draft a champion-level trip bud...
07/06/2026

If you want to cheer on Team USA in person at the 2028 Olympics, let’s talk about how to draft a champion-level trip budget. We love seeing you reach your goals with confidence. http://spr.ly/6189B6tStP

AI continues to influence the economy and markets—but not all companies are benefiting equally. Rising costs and sticky ...
06/30/2026

AI continues to influence the economy and markets—but not all companies are benefiting equally. Rising costs and sticky inflation underscore the importance of a diversified investment plan. Read this week’s Market Commentary to learn more. http://spr.ly/6182BDvht0

Protecting your family is just one of many benefits life insurance can provide for you and your loved ones. Let’s talk a...
06/29/2026

Protecting your family is just one of many benefits life insurance can provide for you and your loved ones. Let’s talk about other benefits, too. http://spr.ly/6188B890Yo

06/24/2026

You deserve to live with a little more confidence and a lot less second guessing. I can help you get that by helping you set up your financial plan.

Address

4345 Southpoint Boulevard, Suite 400
Jacksonville, FL
32216

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 5pm

Telephone

+19045983581

Website

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