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Daniel M Carter joins BBBS Board of Directors

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Big Brothers Big Sisters of the Sun Coast is pleased to announce Mr. Daniel M Carter has joined their Corporate Board of Directors. Daniel M. Carter has more than 40 years of wealth management and retirement planning experience. Mr. Carter founded Retirement Planning Associates, Inc. in 1967 and oversaw the company until its merger with CCR Wealth Management in 2005. He earned a Bachelor of Science degree from Long Island University, received his insurance training from the Life Insurance Marketing Institute of Purdue University and earned his Chartered Life Underwriter Degree from the American College. Prior to moving to Florida, Daniel was chairman of Big Brothers Big Sisters of Southeastern Connecticut. He has also served as First Vice President of Temple Emanu-El of Sarasota and is currently a Big Brother in the Big Brothers Big Sisters of the Sun Coast program.

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