Drawing on 35 years of success from building his own life insurance practice to creating one of the industry’s largest life insurance distribution companies, Bob Carter launched Lion Street in 2010 and serves as CEO.
In 1976, Bob developed a significant insurance and benefits practice in Austin, Texas. He co-founded PartnersFinancial in 1987, and in 1999 was one of the three founders of National Financial Partners (NYSE: NFP), a nationwide life insurance distribution company. An active member of AALU, Bob served as an AALU Board member and as President. He has served on the Board of Forum 400 and is on the Board of Trustees for Howard Payne University.
Bob holds the CLU and ChFC designations, a Bachelor of Arts from Howard Payne University, and a Masters from Southwestern Seminary. He resides in Austin, Texas, with his wife, Tammy. His main interests are his four children, four grandchildren, golfing, and hunting in Mexico and Africa.
Lion Street is a privately held financial services distribution company based in Austin, Texas. Lion Street provides elite independent life insurance producers access to the financial products, intellectual capital, and specialized resources they need to meet the sophisticated needs of their high-net-worth and corporate clients.