• Rockville 301.770.5234
  • Vienna 703.790.5999

Our Team

Carter Shaffer

Business Development Officer cshaffer@xmlfg.com

Carter Shaffer is a Business Development Officer 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, XML Financial Group can help you think about, address, and execute on the decision to go independent.

Our
Services

The wealth management team at XML Financial Group offers very personalized and consultative financial services.

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Brochure

XML Brochure

Carter Shaffer is a Business Development Officer 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.