Carter Hatch serves as the Director of Client Services at Generations Tax and Wealth Management, where he plays an important role in supporting both clients and the firm’s advisory team. Carter assists with client service, tax preparation, compliance coordination, marketing, technology, and daily firm operations. His wide range of responsibilities allows him to help create a smooth and organized experience for clients throughout the planning process.
Carter attended the University of South Florida Muma College of Business, where he studied Personal Financial Planning. Through his education, he developed a strong foundation in key areas of wealth management, including retirement planning, investment planning, insurance, tax strategies, and estate planning.
At Generations, Carter works closely with the firm’s advisors and tax professionals to help prepare client materials, support planning conversations, assist with tax-related needs, coordinate compliance items, manage marketing initiatives, and ensure the firm’s technology and internal systems operate efficiently. His role combines client service, and operations, giving him a well-rounded perspective on the many moving pieces that go into helping clients pursue their financial goals.
Carter holds the FINRA Securities Industry Essentials designation and is licensed in Florida as a Life, Health, and Variable Contracts Insurance Agent. He has also earned the University Associate Certified Insurance Counselor designation, reflecting his continued focus on insurance planning, risk management, and professional development.
Outside of work, Carter enjoys playing golf, spending time with family and friends, and getting out on the water boating.