2017 D Magazine Top Wealth Manager – Carter Financial Management1
2017 D Magazine’s Best Financial Planners in Dallas1
Jonathan Meaney, CFP® (2017, 2016, 2015, 2014, 2013 & 2012)
Patty Hammond, CFP® (2017, 2016, 2015, 2014, 2012, 2010, 2008, 2006 & 2004)
Joel Berg, CFP® (2017, 2016, 2015)
Kathy Muldoon, CFP® (2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2006, 2004 & 2002)
Bill Carter, CFP®, CLU®, ChFC® (2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2006, 2004 & (2002)
Bob Berg, CFP® (2016, 2015, 2014, 2013, 2012, 2010, 2008, 2006, 2004 & 2002)
Sue Spellman, CFP® (2016, 2015, 2014 & 2013)
Tyler Russell, CFP® (2017, 2015)
JoAnne Galbraith, CFP® (2015, 2002)
Raymond James’ Outstanding Branch Associate of the Year2: Marnie Nebeker (2015)
Raymond James’ Women of Distinction3: Kathy Muldoon (2013)
1 Voted upon by certified members of the DFW Chapter of the Financial Planning Association (based upon service quality, AUM and regulatory records) and published in D Magazine. Awards issued in the following years: 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2006, 2004 & 2002.
1 D Magazine Top Wealth Managers in Dallas D Magazine asks every wealth management firm and team in the Dallas-Fort Worth chapters of the Financial Planning Association® and the Investment Management Consultants Association® to tell them about their practice. The Top Wealth Planners program relies upon self-nominations from wealth planning groups. The final list was selected based on these criteria: top firms or teams must have total assets under management for individual clients of at least $50 million; average assets under management per client of at least $750,000; a 93 percent client retention rate over the last two years; no current disciplinary action; and at least five years of experience. They must
also hold themselves out as a fiduciary for their clients. A panel of esteemed local wealth managers reviewed the final list. Neither the firms nor their employees pay a fee to D Magazine in exchange for inclusion in the list. Inclusion on the list is no guarantee as to future investment success. The ranking may not be representative of any one client’s experience, is not an endorsement of the financial advisory practice by D Magazine and is not indicative of advisor’s future performance. Raymond James is not affiliated with D Magazine.
2 The award recognizes a support professional in RJFS branches who contributes to the success of their advisors and teams. To be considered for this award, branch professionals must have been affiliated with Raymond James Financial Services for at least one year and cannot have won the award in prior years.
3 This award is designed to recognize a woman advisor that has served as a role-model to other advisors or service associates in her branch or the industry. Through mentoring and coaching, she’s supported the professional growth of women by sharing her experiences, knowledge, ideas and feedback. Additionally, winners are actively involved in their communities through volunteer hours, acting as board members or serving as local representatives.
Rating/awards: May not be representative of any one client’s experience because the rating reflects an average of all, or a sample of all, of the experiences of the advisor’s clients. Are not indicative of the advisor’s future performance. Is by a third party not affiliated with Raymond James unless otherwise noted. Neither Raymond James, nor any of its advisors, pay a fee in exchange for the award/rating.