Ropes Wealth Advisors is now RWA Family Office, a division of RWA Wealth Partners.

Vanessa Carter-Witt

Senior Relationship Manager
6173212352
vcarter-witt@rwawealth.com

Experience
the human side of wealth.®

Vanessa Carter-Witt is a senior relationship manager at RWA Wealth Partners. Vanessa works closely with our wealth advisors, investment team, tax professionals and estate planners to design and implement comprehensive and customized solutions tailored to each client’s unique financial needs and long-term goals. She also has a particular interest in helping clients navigate the complexities of aging in place and has earned the Certification for Long-Term Care designation.

Prior to joining the firm in 2017, Vanessa worked for Everhart Advisors as a retirement plan services specialist and assisted clients with 401(k) fee reviews and plan transitions. Previously, she was a registered representative with Mid Atlantic Capital Company.

Vanessa graduated from the University of Dayton with a B.S. in finance. She obtained her CERTIFIED FINANCIAL PLANNER® designation and holds the Certification for Long-Term Care credential.

Vanessa is an Ohio native but currently resides in Canton, MI. She enjoys spending time with her wife and twin boys.

Accreditations

  • CFP®
  • CLTC®

Education

  • B.S., Finance, University of Dayton

Location

Newton Office

85 Wells Avenue, Suite 109,
Newton, MA 02459
The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

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