Carter Terry

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Carter, Terry & Company is a full-service investment brokerage, investment banking, asset management, and banking services firm. Founded in 1985 and headquartered in Atlanta, Georgia, the firm has had a consistent pattern of dynamic growth through the leadership of Timothy J. Terry, President and CEO, and Belfield H. Carter, Jr., Chairman.

Robert Nagle is a Vice President of Investments with Carter, Terry & Company, Inc. Robert is a native of Atlanta, Georgia and a graduate of the University of Georgia (BBA) and Atlanta Law School (J.D.). Prior to joining Carter, Terry & Company, Inc., he has had 19 years of experience in the investment industry working with Paine Webber and Fidelity Bank. He holds FINRA Series 7 and 63 registrations and Variable Life and Health Licenses.

Mr. Duston serves as Director of Corporate Development at Carter, Terry & Company, Inc. He brings 14 years of experience in the financial services and structured corporate finance industry. Prior to joining Carter Terry & Company, Mr. Duston served as an Investment Banking Manager at Roswell Capital Securities LLC with the primary task of deal origination. In previous roles, Mr. Duston’s responsibilities have included business development, partner relationship management, and identifying corporate clients that meet the firm’s investment criteria. Mr.

For over 25 years, Carter, Terry & Company, Inc. has provided individuals and businesses with intelligent financial solutions and productive relationships built upon trust. Headquartered in Atlanta, Georgia, our firm has demonstrated a consistent pattern of dynamic growth through the leadership of Belfield H. Carter, Jr., Chairman, and Timothy J. Terry, President and Chief Executive Officer.

Our staff of brokers and administrators combine industry expertise with superior customer care. Our brokers have upwards of 15 years of experience in financial planning, and many of them came to Carter, Terry & Company from a large warehouse seeking to offer clients a more personalized approach for their individual needs. Our associates also have their finger on the pulse of the industry. Through continuing education and avid interest, they stay apprised of industry trends and new regulations.

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