Jean Carter

Client Services Manager

Jean has managed client services for Stonebridge Financial Group for 16 years. She has spent her entire career gaining experience in supportive office positions such as Administrative Assistant, Office Manager and Client Services Manager. Originally from the East Coast, Jean graduated with a B.A. in Secondary Education. She lives in Marin County, California and enjoys family, friends, reading, gentle Tai Chi and yoga.

*Jean Carter provides administrative support services only and is not licensed or authorized to effectuate trades or provide advice. Stonebridge Financial Group is not owned or operated by Equitable Advisors or Equitable Network

Our Team
Jean Carter

Stonebridge Financial Group’s commitment to providing strategic financial services encompasses every step from the creative design and implementation process to ongoing client support – resulting in an exceptional degree of client service.

Corporate Wealth Management

Private Wealth Management

Special Needs Planning

About Us

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Stonebridge Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

PPG-5461282 (07/23) (Exp. 07/27)

For New York State Clients: New York State Executive Order | Extension of Grace Period, Waiver of Fees, Extension of Other Contractual Deadlines for hardship related to Covid-19

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