Carleton W. Crockett

Carleton Crockett is a Financial Advisor who began his financial services career after 15 years of Engineering.  Carleton graduated from Boston University with a BS in Manufacturing Engineering and then earned his MS degree from Northeastern University.  He was always fascinated with finance!

For over 30 years now, Carleton has enjoyed educating families on establishing clear financial goals and then implementing strategies to address them.   He has built long lasting relationships and is now excited to work with the next generation of families.

Carleton now lives on Cape Cod, MA with his wife, Maureen.   When he’s not working you will find him on the water boating, sailing or traveling!