Debbie Carter Senior Trust Advisor
Joined Northern Trust
Education
- Graduate of the Cannon Financial Institute Trust School
- Associate of Business Administration as a Certified Trust and Financial Advisor
Credentials
- Certified Trust and Fiduciary Advisor (CTFA)
Expertise
Debbie is a Vice President and Administrative Officer in Northern Trust’s Newport Beach office, serving the Orange County region. In this position, she is responsible for providing comprehensive estate planning guidance and highly personalized financial services solutions to affluent clientele. Debbie is an expert in generational wealth transfer and the responsibilities and process of serving as a trustee.
Experience
Debbie has been in the financial services industry since 1988 and joined Northern Trust in 2007. Prior to joining Northern she was a Vice President and Senior Trust Officer with Union Bank of California where she spent 14 years of her career. She began her banking career in the Real Estate Division of Union Bank in 1988.
Community Involvement
Debbie is very active in the Newport Beach community. She regularly attends various educational seminars and is on the Board of the Estate Planning Council of South Orange County.