• MD 301.770.5234
  • VA 703.790.5999 or LMA 703.827.2300
  • CO 970.668.5700
  • BrokerCheck

Our Team

Carter T. Shaffer

Associate Wealth Advisor cshaffer@xmlfg.com

Carter Shaffer is an Associate Wealth Advisor with XML Financial Group. A recent college grad, he spent 18 months as an intern with a Wells Fargo financial advisor assisting with client and asset acquisition. Before his internship, he was a SharePoint Web Developer, developing websites, troubleshooting and website maintenance.

Education & Philanthropy

Carter graduated from the University of Maryland’s Robert H. Smith School of Business with a Bachelor of Science degree in finance. Carter’s volunteer work includes working at a camp for developmentally disabled individuals, a Team Leader on mission trips to Costa Rica and a leader for a boy’s youth group with his church.

 

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We offer a full suite of investment services
For
advisors

Whatever your current background is in an investment advisory capacity, We can help you think about, address, and execute on the decision to go independent.

Our
Services

The Wealth Advisors offers very personalized and consultative financial services.

Brokerage
Services

Brokerage Services through our affiliated broker dealer.

Carter Shaffer is an Associate Wealth Advisor with XML Financial Group. A recent college grad, he spent 18 months as an intern with a Wells Fargo financial advisor assisting with client and asset acquisition. Before his internship, he was a SharePoint Web Developer, developing websites, troubleshooting and website maintenance.

Education & Philanthropy

Carter graduated from the University of Maryland’s Robert H. Smith School of Business with a Bachelor of Science degree in finance. Carter’s volunteer work includes working at a camp for developmentally disabled individuals, a Team Leader on mission trips to Costa Rica and a leader for a boy’s youth group with his church.