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Carter Robinson

Advisor Image
Carter Robinson
Growth Advisor
.
FIC, CKA®
Part of the Coastal Financial Consultants practice
Higher Education Planning
Armed Forces & Veterans
Tax Efficient Planning
Young Families
Retirement Planning
Business Owners
How I Work With Families and Business Owners
How I Work With Families and Business Owners

Every family and business owner has a unique story, which is why I believe financial planning should start with understanding what matters most to you. Before discussing investments, insurance, or strategies, I take time to learn about your values, goals, and vision for the future. Together, we create a plan designed to help align your financial resources with the people, causes, and priorities that are most important to you.


My areas of focus include legacy planning, family-centered financial planning, and tax-efficient wealth strategies. I help families think intentionally about how their assets can support future generations, charitable organizations, and the values they want to pass along. From retirement and education planning to caring for aging parents, charitable giving, and wealth transfer, I focus on creating strategies that help maximize the impact of your resources while considering tax implications. My goal is to help you make confident decisions that strengthen your family, support the causes you care about, and create a lasting legacy.


At the end of the day, I believe money is a tool, not the destination. A well-designed financial plan should help you live generously, care for the people you love, and pursue the goals that matter most. My role is to listen, educate, and partner with you in creating a strategy that supports the life you want to live today while preparing for the future you hope to create.


When I'm not Carter the Financial Advisor
When I'm not Carter the Financial Advisor

Outside of helping clients prepare for the future, my greatest joy is spending time with my wife, Kristin, our children, and our Labrador retriever, Diver. Family is at the center of everything I do, and many of my favorite memories are made outdoors together.


You'll often find us hiking, enjoying a day at the beach, spending time on the lake, boating, water skiing, scuba diving, or simply exploring new adventures as a family. I value experiences that bring people together. Kristin and I are avid scuba divers, and we enjoy opportunities to travel and explore beneath the surface whenever we can.

Ask me what I enjoy most outside of work, and my answer is simple: making memories with the people I love. At this stage of life, I happily embrace the activities, adventures, and traditions my children enjoy, knowing these seasons pass quickly and the memories last a lifetime.


Faith and service are also important parts of my life. My family and I are actively involved in our church and enjoy serving alongside local ministries and community organizations. I recently started a scuba club at my son's school, Christian Academy of Myrtle Beach, and use scuba as a unique opportunity for ministry and mentorship. Kristin and I also serve at the Myrtle Beach Weekend to Remember marriage retreat, where we have the privilege of encouraging and investing in other couples. Whether through our church, community, or these ministry opportunities, we are always looking for ways to serve others, build meaningful relationships, and make a positive impact.

About Carter Robinson

I first started investing in high school. My dad taught me at a young age to invest and keep investing. I took an economics class where we “played” a stock market game. Everyone in the class put in $40, and the teacher let us trade stocks throughout the year. Whoever made the most money that year won the game. I remember investing in Sunglass Hut and winning the game. From there, I was hooked and have loved investing ever since!


That was 30 years ago. Since then, I have learned much more about my passions: investing and helping people. I no longer “play” the stock market as a game. Instead, I use it as a tool to help you pursue your financial goals and dreams. I have spent the majority of my life serving people and helping them get where they want to be. Along the way, I earned my Doctorate of Ministry and became a certified life and leadership coach.


My goal is to help you pursue your financial goals and feel more informed about the decisions you're making. Not sure what your financial goals are yet? No problem! I will sit down with you, help you create your goals and dreams, and partner with you on a strategy to help make them happen.


I will help you navigate important financial decisions so you can focus on the things that matter most to you. What would it mean to have greater clarity around your finances, future, and goals? I am here to serve you, listen to you, and help you pursue your goals and dreams.

My qualifications
  • Masters, Austin Presbyterian Theological Seminary
  • Bachelors, Presbyterian College
  • Doctorate, Gordon Conwell Theological Seminary
  • Fraternal Insurance Counselor
  • Certified Kingdom Advisor®
  • Series 7 - General Securities Representative
  • Securities Industry Essentials
My state licenses
  • Alabama
  • Arizona
  • Arkansas(Insurance Lic. #19303632)
  • California(Insurance Lic. #4559641)
  • Colorado
  • Connecticut
  • Florida
  • Georgia
  • Illinois
  • Maryland
  • Massachusetts
  • Minnesota
  • New York
  • North Carolina
  • Ohio
  • Pennsylvania
  • South Carolina
  • Utah

Insights

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September is Life Insurance Awareness Month, and every time I see a photo like this, I'm reminded why this work matters. At its core, life insurance isn't about policies, paperwork, or numbers. It's about the people who count on you. It's about making sure that if life doesn't go according to plan, the people you love most still have support, stability, and opportunities ahead of them. As parents, spouses, grandparents, and caregivers, we spend so much of our time looking out for those around us. Life insurance is simply one more way we can do that. It's an act of love that extends beyond today and helps protect the future of the people who matter most. The truth is, none of us know what tomorrow holds. But we can take steps today to help ensure our families are cared for no matter what comes next. If you've had a recent life change, welcomed a child, changed jobs, purchased a home, or simply haven't reviewed your coverage in a while, Life Insurance Awareness Month is a great reminder to revisit your plan. Because protecting the people you love isn't just a financial decision. It's one of the most meaningful decisions you'll ever make. ❤️ #LifeInsuranceAwarenessMonth #ProtectWhatMattersMost #FamilyFirst #LifeInsurance #FinancialPlanning #Thrivent #FamilyProtection #ProtectYourFamily #FinancialConfidence Required Disclosure: Insurance products issued or offered by Thrivent. Not available in all states. Licensed insurance agents/producers are financial advisors. For additional licensing information and disclosures, visit Thrivent's disclosure page. This is a solicitation for insurance. Guarantees are based on the financial strength and claims-paying ability of the issuing insurance company.
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There's still space available at our free workshop, Prepare Wisely: Estate Strategy Essentials. Learn how to develop a plan based on your final wishes regarding your health, end-of-life decisions and asset distribution. July 22, 11:30am, at 513 Barnes St, Florence, SC 29501 No products will be sold.
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When we die, our possessions will stay behind. Join us July 22, 11:30am, at 513 Barnes St, Florence, SC 29501 for a free Prepare Wisely: Estate Strategy Essentials workshop to learn how to make your wishes known. No products will be sold. See thrivent.com/social for important disclosure information.
Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
Leaving a Thriving Legacy image
Leaving a Thriving LegacyNov 5, 2026, 11:00 PM UTC - Nov 6, 2026, 1:00 AM UTC
Zoom Webinar
Join us for a special educational event featuring guest speaker Eric W. Bilger, FIC, Financial Advisor at Thrivent. Eric will share valuable strategies to help you better prepare for life’s “what-ifs.” This event is designed specifically for our clients and their adult beneficiaries, offering guidance and support for those navigating concerns about aging parents. We encourage you to invite any—or all—of your beneficiaries to attend.No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See Thrivent.com/social for additional disclosures. 31374FB N12-25
View all events
Office location
Myrtle Beach Location
168 Rock Moss Ct Unit A
Myrtle Beach, SC 29588
Phone843-957-3885Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations