Meet the Team
Daniel Carter
Paraplanner
Daniel graduated from Louisiana State University in 2025 with a bachelor’s degree in finance. His passion for helping others was first expressed through his role as an ultimate frisbee coach, where he dedicated himself to empowering student athletes to unlock their potential on the field. This drive seamlessly transitioned into his commitment to supporting families as they plan for their financial goals.
Currently, Daniel serves as a paraplanner at Alinity, where he is deeply engaged in learning the intricacies of new account openings and mastering the technology used by the firm. He is diligently working to become proficient in financial terminology and the holistic financial planning services offered, as he prepares to advance to the role of a financial advisor.
Daniel is one of six red-headed grandchildren, a unique trait that skips generations, as none of his parents, aunts, uncles or grandparents have red hair. Born and raised in Louisiana, Daniel is an avid supporter of the New Orleans Saints and LSU football, embodying the spirit of his home state. He also never misses an opportunity to attend a country music concert and has already seen Parker McCollum perform live five times and counting!
Outside of work, Daniel enjoys staying active by going to the gym, playing ultimate frisbee and spending quality time with friends.