Barrett Carter is a financial advisor at Lexus Wealth Management with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at EverGreen Capital Management, Inc. and Bank of America, N.A. Lexus Wealth Management serves individual and high-net-worth clients as well as institutional clients, managing approximately $42.3 million for about 279 clients through a three-advisor team. The firm provides discretionary portfolio management, financial planning, retirement rollover advice, and consultation services, using a mix of fundamental, technical, and modern portfolio theory approaches with active account monitoring and tailored investment strategies.

Earl Johnson is a financial advisor at Lexus Wealth Management with 25 years of industry experience. He holds a Series 66 designation and previously worked at EverGreen Capital Management for 11 years before joining Lexus Wealth Management in 2023. Lexus Wealth Management serves individual, high-net-worth, and institutional clients, managing approximately $42.3 million for about 279 clients. The firm uses a combination of fundamental, technical, and modern portfolio theory approaches, focusing on strategic asset allocation and tailored investment profiles.

Charles Clemons is a financial advisor with Lexus Wealth Management, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at EverGreen Capital Management for nine years and has been involved in insurance sales through various carriers since 2009. Lexus Wealth Management serves individual, high-net-worth, and institutional clients, managing approximately $42.3 million across about 279 accounts. The firm employs a combination of fundamental, technical, and modern portfolio theory approaches, focusing on strategic asset allocation and regular portfolio reviews.