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
CFS®
Learn More →
Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
Interested in earning an IBF designation? Explore all programs
At a Glance
IBF Designations
1
Member Since
2006
Other Credentials
4
Are you a financial advisor?
Join 30,000+ professionals
Build your expertise with IBF designations.
Explore Programs
Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
501(c)(3)
Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.