Madison A. Carter, CFP®
Senior Vice President, Wealth Management,
Financial Advisor,
Family Wealth Advisor,
Alternative Investments Director,
Lending Specialist,
Senior Portfolio Manager,
Insurance Planning Director
Direct:
(303) 316-5169(303) 316-5169
Toll-Free:
(800) 965-3028(800) 965-3028
My Mission Statement
Our mission is to simplify complex, multi-generational planning for you, your family, and your business enterprises. We listen, navigate challenges, and develop creative approaches to meet the needs of entrepreneurs, executives, and families. With our help, you can focus more on expanding your businesses, pursuing your passions, and spending precious time with those who matter most.
My Story and Services
As a CERTIFIED FINANCIAL PLANNER and co-founder of The Cherry Creek Group at Morgan Stanley, I am dedicated to providing holistic wealth management solutions to individuals, families, businesses, and foundations/endowments. Drawing on my expertise and the extensive resources of my firm, I create personalized financial plans tailored to my clients' diverse needs, helping them reach their financial goals.
I built my business by becoming actively engaged in my community, hosting educational, business networking, cultural, charitable, and women's events. Today, community involvement remains central to who I am. I’m actively involved in numerous professional organizations, economic and entrepreneurial associations, and serve on several boards. Volunteering is a passion, and I've dedicated my time to causes like Girls Inc., Children's Hospital, Boys and Girls Club, Goodwill Youth Programs, Project C.U.R.E., Shape Up US, YouthBiz at Young Americans, the Women's Foundation Empowerment Council, and the Morris Animal Foundation.
Graduating magna cum laude from Boston College with a BA in Economics, I blend academic excellence with professional expertise.
In my personal time, I am a certified Pilates and personal trainer, an avid tennis player, and a gourmet cook. I enjoy traveling and engaging in a variety of outdoor activities with my husband Jeff, friends, and our dog Bruno.
Licenses: Series 7, Series 66, Series 31 Colorado Insurance (Health, Life, Variable, and Long-Term Care), Alternative Investment Director, Senior Portfolio Manager, Family Wealth Advisor, CERTIFIED FINANCIAL PLANNER™
Honors and Recognition:
-America's Top Women Wealth Advisor Best-In-State 2022, 2023, 2024 - Forbes
-America's Top Next-Gen Wealth Advisor Best-In-State 2019, 2022, 2023, 2024 - Forbes
-Best-In-State Wealth Management Teams 2023 & 2024 - Forbes
-Outstanding Woman in Business 2023 - Denver Business Journal
-Denver's Top 40 Under 40 2014 - Denver Business Journal
-Five Star Wealth Manager 2012-2019 - 5280 Magazine and ColoradoBiz
-Top 25 Young Professional 2013 - ColoradoBiz Magazine
-Making Their Mark 2012 - CBS 4 News and Denver Business Journal
-Young Professional of the Year 2011 - Colorado Women's Chamber of Commerce
-Graduated Magna Cum Laude with a BA in Economics - Boston College
Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In-State
Source: Forbes.com (Awarded Feb 2022). Data compiled by SHOOK Research LLC based on time period from 9/30/20 - 9/30/21.
2019, 2022, 2023, 2024 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2019, 2022). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Source: Denver Business Journal, “40 Under 40”, 2014. The award is based upon a recipient’s application and not upon any qualitative and quantitative criteria relating specifically to one’s position as a Financial Advisor. As such the award is not representative of any client’s experience nor is it indicative of the Financial Advisor’s future performance. A panel of judges reviews the applications which include, among other things, community service, professional goals and leadership. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Denver Business Journal in exchange for the rating.
2012-2019 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012-2019) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
Securities Agent: SC, WI, VA, TX, RI, OR, OH, NY, NM, NE, ND, MO, MN, MI, IN, IL, IA, GA, FL, CO, CA, AZ, AR, AL, MT, MD; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1321543
I built my business by becoming actively engaged in my community, hosting educational, business networking, cultural, charitable, and women's events. Today, community involvement remains central to who I am. I’m actively involved in numerous professional organizations, economic and entrepreneurial associations, and serve on several boards. Volunteering is a passion, and I've dedicated my time to causes like Girls Inc., Children's Hospital, Boys and Girls Club, Goodwill Youth Programs, Project C.U.R.E., Shape Up US, YouthBiz at Young Americans, the Women's Foundation Empowerment Council, and the Morris Animal Foundation.
Graduating magna cum laude from Boston College with a BA in Economics, I blend academic excellence with professional expertise.
In my personal time, I am a certified Pilates and personal trainer, an avid tennis player, and a gourmet cook. I enjoy traveling and engaging in a variety of outdoor activities with my husband Jeff, friends, and our dog Bruno.
Licenses: Series 7, Series 66, Series 31 Colorado Insurance (Health, Life, Variable, and Long-Term Care), Alternative Investment Director, Senior Portfolio Manager, Family Wealth Advisor, CERTIFIED FINANCIAL PLANNER™
Honors and Recognition:
-America's Top Women Wealth Advisor Best-In-State 2022, 2023, 2024 - Forbes
-America's Top Next-Gen Wealth Advisor Best-In-State 2019, 2022, 2023, 2024 - Forbes
-Best-In-State Wealth Management Teams 2023 & 2024 - Forbes
-Outstanding Woman in Business 2023 - Denver Business Journal
-Denver's Top 40 Under 40 2014 - Denver Business Journal
-Five Star Wealth Manager 2012-2019 - 5280 Magazine and ColoradoBiz
-Top 25 Young Professional 2013 - ColoradoBiz Magazine
-Making Their Mark 2012 - CBS 4 News and Denver Business Journal
-Young Professional of the Year 2011 - Colorado Women's Chamber of Commerce
-Graduated Magna Cum Laude with a BA in Economics - Boston College
Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In-State
Source: Forbes.com (Awarded Feb 2022). Data compiled by SHOOK Research LLC based on time period from 9/30/20 - 9/30/21.
2019, 2022, 2023, 2024 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2019, 2022). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Source: Denver Business Journal, “40 Under 40”, 2014. The award is based upon a recipient’s application and not upon any qualitative and quantitative criteria relating specifically to one’s position as a Financial Advisor. As such the award is not representative of any client’s experience nor is it indicative of the Financial Advisor’s future performance. A panel of judges reviews the applications which include, among other things, community service, professional goals and leadership. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Denver Business Journal in exchange for the rating.
2012-2019 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012-2019) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
Securities Agent: SC, WI, VA, TX, RI, OR, OH, NY, NM, NE, ND, MO, MN, MI, IN, IL, IA, GA, FL, CO, CA, AZ, AR, AL, MT, MD; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1321543
Securities Agent: CO, UT, NV, NY, NM, MI, MA, GA, DE, TX, SC, WI, VA, TN, FL, DC, SD, RI, AZ, MT, OR, ND, OH, IL, HI, NE, MO, MN, CA, AR; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1321543
NMLS#: 1321543
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Education and Licensing
- CERTIFIED FINANCIAL PLANNER
- Family Wealth Advisor
- Alternative Investment Director
- Insurance Planning Director
- Life, Health & Long Term Care Insurance Licensed
- Series 7, 31, 65 & 66 Licensed
- Bachelor of Arts in Economics, Boston College
Organizations and Associations
- STEM Generation
- Shape Up US
- Young Americans Center for Financial Education
- Colorado Women's Chamber of Commerce
- Women's Foundation of Colorado
About My Team
At the Cherry Creek Group, we work closely with entrepreneurs, executives, and key achievers who have four things in common:
1. They have complex financial planning needs.
2. They want to further cultivate their success by building multi-generational wealth.
3. They want their family members to be involved in the planning process, so they can gain valuable and responsible investing insights.
4. They simply don't have the time, inclination, or expertise to do it all themselves. They want skilled financial guidance, personalized service, and a financial advisor they can trust with not only their own good fortune, but also their family's future.
Our extensive knowledge, diversity of experience, and personal investment in each of our client's unique stories means you can trust us with the complex planning you and your family need. We comprehensively help you identify collective financial goals, so we can deliver a responsive plan that works for your entire family, as well as future generations.
Many of our clients come to us at pivotal moments or transitions in their life. Some are seeking continuity; others are interested in exploring new opportunities. They all have one thing in common: the need for highly comprehensive financial planning. In addition to our focus on comprehensive financial planning, we bring deep knowledge in the following areas:
• Divorce Planning
• Retirement Planning
• Alternative Investments
Through our relationship, we seek to provide you financial confidence so you can maximize your time spent focused on your business, family, and passions. Here’s how to get started: First, schedule a consultation with us at the Cherry Creek Group. Next, share with us your goals, questions, aspirations, and concerns. Together, we’ll examine where you are at right now, then develop a dynamic financial plan that leads you where you want to go - even in an unpredictable global climate. We invite you to work with our family-focused team of professional advisors. We strive to provide unmatched support so you can keep doing what you do best.
1. They have complex financial planning needs.
2. They want to further cultivate their success by building multi-generational wealth.
3. They want their family members to be involved in the planning process, so they can gain valuable and responsible investing insights.
4. They simply don't have the time, inclination, or expertise to do it all themselves. They want skilled financial guidance, personalized service, and a financial advisor they can trust with not only their own good fortune, but also their family's future.
Our extensive knowledge, diversity of experience, and personal investment in each of our client's unique stories means you can trust us with the complex planning you and your family need. We comprehensively help you identify collective financial goals, so we can deliver a responsive plan that works for your entire family, as well as future generations.
Many of our clients come to us at pivotal moments or transitions in their life. Some are seeking continuity; others are interested in exploring new opportunities. They all have one thing in common: the need for highly comprehensive financial planning. In addition to our focus on comprehensive financial planning, we bring deep knowledge in the following areas:
• Divorce Planning
• Retirement Planning
• Alternative Investments
Through our relationship, we seek to provide you financial confidence so you can maximize your time spent focused on your business, family, and passions. Here’s how to get started: First, schedule a consultation with us at the Cherry Creek Group. Next, share with us your goals, questions, aspirations, and concerns. Together, we’ll examine where you are at right now, then develop a dynamic financial plan that leads you where you want to go - even in an unpredictable global climate. We invite you to work with our family-focused team of professional advisors. We strive to provide unmatched support so you can keep doing what you do best.
Honors and Recognitions
- America's Top Women Wealth Advisor Best-In-State 2022, 2023, 2024 - Forbes
- America's Top Next-Gen Wealth Advisor Best-In-State 2019, 2022, 2023, 2024 - Forbes
- Best-In-State Wealth Management Teams 2023 & 2024 - Forbes
- Outstanding Woman in Business 2023 - Denver Business Journal
- Denver's Top 40 Under 40 2014 - Denver Business Journal Source: Denver Business Journal, “40 Under 40”, 2014. The award is based upon a recipient’s application and not upon any qualitative and quantitative criteria relating specifically to one’s position as a Financial Advisor. As such the award is not representative of any client’s experience nor is it indicative of the Financial Advisor’s future performance. A panel of judges reviews the applications which include, among other things, community service, professional goals and leadership. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Denver Business Journal in exchange for the rating.
- Top 25 Young Professional 2013 - ColoradoBiz Magazine
- Making Their Mark 2012 - CBS 4 News and Denver Business Journal
- Young Professional of the Year 2011 - Colorado Women's Chamber of Commerce
- Graduated Magna Cum Laude with a BA in Economics - Boston College
How to Make an Impact with Your Investments
ColoradoBiz, Denver, CO – April 29, 2018
https://www.cobizmag.com/Business-Insights/How-to-Make-an-Impact-with-Your-Investments/
https://www.cobizmag.com/Business-Insights/How-to-Make-an-Impact-with-Your-Investments/
Millennials vs. Boomers: Investment Trends
ColoradoBiz, Denver, CO – August 22, 2018
https://www.cobizmag.com/Business-Insights/Millennials-vs-Boomers-Investment-Trends/
https://www.cobizmag.com/Business-Insights/Millennials-vs-Boomers-Investment-Trends/
Ways to Improve Your Cybersecurity
ColoradoBiz, Denver, CO – November 11, 2018
https://www.cobizmag.com/Trends/Ways-to-Improve-Your-Cybersecurity/
https://www.cobizmag.com/Trends/Ways-to-Improve-Your-Cybersecurity/
Charitable Holiday Giving: Good for Your Health and Pockets
ColoradoBiz, Denver, CO – December 23, 2018
https://www.cobizmag.com/Business-Insights/Charitable-Holiday-Giving-Good-for-Your-Health-and-Pockets/
https://www.cobizmag.com/Business-Insights/Charitable-Holiday-Giving-Good-for-Your-Health-and-Pockets/
When It Comes to Retirement: Live Longer and Work Smarter
ColoradoBiz, Denver, CO – October 7, 2019
https://www.cobizmag.com/Business-Insights/When-It-Comes-to-Retirement-Live-Longer-and-Work-Smarter/
https://www.cobizmag.com/Business-Insights/When-It-Comes-to-Retirement-Live-Longer-and-Work-Smarter/
Financial Planning: Do You D.A.R.E.?
Women of Denver Magazine, Denver, CO November 17, 2019
https://www.thewomenofdenver.com/magazine/financial-planning-do-you-dare
https://www.thewomenofdenver.com/magazine/financial-planning-do-you-dare
Client Service Team
Kathy A. Houston - Portfolio Associate
Phone:
(303) 316-5144(303) 316-5144
Email:Kathy.A.Houston@morganstanley.com
Location
3033 East 1st Avenue
Suite 820
Denver, CO 80206
US
Direct:
(303) 316-5169(303) 316-5169
Toll-Free:
(800) 965-3028(800) 965-3028
Fax:
(303) 316-5149(303) 316-5149
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
To Manage Risks, You Have to See Them First
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact Madison A. Carter today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
