Doug Carter

Financial Representative

Our vision is to shape our community by impacting the lives of our financial representatives, our staff and most importantly, our clients. To do this, we will continually attract the sharpest individuals to the MOST RESPECTED Financial Services Organization on the Gulf Coast.


Every financial representative will pursue excellence in what they do by having a phenomenal work ethic and a driving passion to help their clients solve their financial goals and objectives.


Our internship program will continually produce the very best financial representatives through one-on-one mentoring and joint work with our veteran representatives.  Each semester we will convert 1 intern who has demonstrated the characteristics that historically and statistically lead to success.


By having an abundance mentality, our office provides daily help in assisting the new financial representatives in their daily practice by answering questions, going to appointments, and helping them be meticulous factfinders. This investment of time and experience will insure that our reps get off to a fast start and early success.


This foundation of activity will create opportunities  for leadership development, which enhances the overall performances and culture within our office. This indeed solidifies our vision as a whole and makes the world go round.   

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.