Carter Phelps

Private Banker

Carter, a Private Banker at BayPort in Norfolk, VA, has over 20 years of experience in personal finance. A graduate of James Madison University, he began his career at the Smithfield Branch before transitioning to private banking. Carter focuses on creating personalized financial strategies for high-net-worth members, offering tailored lending solutions, deposit optimization, financial wellness guidance, and cross-functional credit union services. He is also pursuing his Series 6 and SIE licenses to expand his expertise. In his free time, Carter enjoys volunteering and supporting local events. "In working with one member over three years," Carter shared warmly, "we reduced debt and decreased monthly payments; now they have more time for family travels and their grandson's baseball games."