SC

S. Wesley Carpenter, CFS®, CFP®, ChFC®, CRPC®, CPWA

Member in Good Standing
Managing Director
Merrill Lynch & Co. Inc. · Fairhope, AL
CFS®
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About S. Wesley

I currently serve as a Managing Director and Wealth Management Advisor in Fairhope, AL on THE HARTY CARPENTER GROUP at Merrill Lynch Wealth Management. We are a distinguished wealth management team that focuses on using progressive financial strategies to help successful clients with their entire financial lives. I also serve as the Senior Resident Director for the Fairhope, AL office of Merrill. I am from Dothan, Alabama and am a graduate of The University of Alabama. I first joined Merrill in Birmingham, AL and have been at the firm for the past 14 years. After building a successful practice in Birmingham, my wife, Aeana and I wanted to return to LA (lower Alabama) to raise our family (2 boys) and allow me to further my career at our firm. My family and I love living in Baldwin County. I am active and engaged in the community which has given me so many opportunities to give back and meet new people in our great community. S. Wesley Carpenter, CPWA®, CFP®, ChFC®, CRPC®, CPFA Managing Director; Senior Resident Director 251-990-2361 www.fa.ml.com/thehartycarpentergroup

Education

Bachelors

Licenses

Series 63
Series 7
Series 31
Series 3
Series 9
Series 10

Other Credentials

CFP® ChFC® CRPC® CPWA

IBF Designations

Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
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Contact S. Wesley

Merrill Lynch & Co. Inc.
Fairhope, AL
Email

At a Glance

IBF Designations 1
Member Since 2006
Other Credentials 4
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Profile verified · March 2026

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