In The News

07-17-17 Carter Financial Management awards $6,000 college scholarship to Ganga Bhandari, student from Emmett J. Conrad High School in Dallas

Bill Carter, president of Carter Financial Management in Dallas, presents a scholarship check to Ganga Bhandari and his mother.




08-08-16 Carter Financial Management awards $6,000 college scholarship to Umesh Bhandari, student from Emmett J. Conrad High School in Dallas

09-22-15 Jonathan Meaney  in Business Insider on money in college

09-01-15 Jonathan Meaney in Business Insider 9 Smart things to do with your money in your 20s

Any opinions are those of Jonathan Meaney and not necessarily those of Raymond James. Roth IRA owners must be 59 ½ or older and have held the IRA for five years before tax-free withdrawals are permitted. Investing involves risk and investors may incur a profit or a loss.

06-24-15  CFM’s own Brandon Ratzlaff is quoted in this Bloomberg piece about Texas bond sales that will support water projects.

06-09-15 Student leader receives scholarship to attend The University of Texas-Austin

02-05-15 Jonathan Meaney speaks on mineral rights.

01-06-15 JoAnne B. Galbraith named as president of Carter Advisory Services as Bill Carter remains CEO

01-06-15 Congratulations to JoAnne Galbraith, new president of Carter Advisory Services

12-10-14 Workplace productivity suffers when employees are worried about their finances. The folks at have recently featured CFM’s new Corporate Advantage program. 

12-07-14 When would you NOT want to give to charity? CFM’s own Tyler Russell shares his thoughts in this Wall Street Journal piece.

12-04-14 Know someone entering a second marriage? CFM’s own Jonathan Meaney lays out some tips to help protect and manage their assets in this Business Insider article.”

12-04-14 Bill Carter, CFM President, is a newly-appointed member of the Communities Foundation of Texas’ 

11-18-14 Press Release: Once just a Big Company perk, executive financial planning services are for small-and mid sized companies too

11-13-14 Dallas Business Journal: Dallas Financial Planning firm reaches out to small business owners

10-26-14 Dallas Morning News: Women face unique circumstances in planning for retirement

9-4-14 Jonathan shares information about emergency funds

6.11.2014 Carter Financial Helps Student Attain College Dream

6.05.2014 KXAS Ch. 5/NBC shares Jorge’s story, CFM scholarship

6.05.2014 (Spanish) Telemundo shares Jorge’s story, CFM scholarship

6.04.2014 Local high school student is awarded the CFM scholarship

5.01.2013  Financial Advisor May 2013: Take It or Leave It

6.12.2012  Dallas Business Journal: On The Move: Tyler Russel promoted

7.12.2012  Texas Monthly: 2012 Five Star Wealth Manager

1.01.2012  Aggie Connections: TAM Salutes Its 2011 Outstanding Alumni

1.09.2012  Wall Street Journal: Advisors Brace for Another Volatile Year

6.15.2012  Dallas Business Journal:  Top Investment Pick

10.24.2011  Investment News: Volcker Rule would affect rich clients most

4.01.2011  Baylor Health Care Magazine: Baylor, Financial Advisors Strengthen Ties

11.25.2011  Dallas Morning News: Prepare to Pass the Financial Torch

12.07.2011  Dallas Business Journal:  Executive OnThe Move – Professional Recognition