Carter Phelps

Private Banker

Carter is a Private Banker at BayPort in Norfolk, Virginia, where he specializes in personalized financial strategies. A graduate of James Madison University, he began his career at BayPort, starting at the Smithfield Branch before transitioning into private banking. Carter offers tailored lending solutions, deposit optimization, financial wellness guidance, and cross-functional credit union services. He is currently pursuing his Series 6 and SIE licenses to broaden his expertise. Outside of work, Carter enjoys volunteering and supporting local events. “In working with one member over three years,” Carter shares, “we reduced debt and decreased monthly payments; now they have more time for family travels and their grandson’s baseball games.”