J. Tyler Russell, CFP®, RICP®

Vice President, Carter Financial Management

Professional

Tyler is a Certified Financial Planner™ practitioner and a Retirement Income Certified Planner^TM. He serves clients by bringing expertise and a non-biased perspective to their complex financial lives. He believes separating emotions from financial decisions can increase the likelihood of reaching financial goals. Beyond the creation and implementation of the client’s financial plan, investment portfolios and insurance recommendations, Tyler provides expertise regarding charitable intentions, retirement income sources, and tax-efficient planning strategies. He also performs research on investments, investment strategies, and US and global economics.

His fresh financial planning perspective makes him a resource for financial publications including The Wall Street Journal.

Tyler began his investments career at Fidelity Investments. He currently serves on the CFM Management Team and co-chairs Carter Education Partners, which hosts an annual investment conference and seminars for clients.

Service

Tyler believes that service to the community is an integral part of one’s civic obligation. He has been a leader in various organizations such as the Texas Tech Alumni Association of Dallas and the Texas Tech Financial Planning Program’s Alumni Advisory Board. He has also held various leadership roles within the DFW Chapter of the Financial Planning Association (FPA), including President. In addition to his work with career-related organizations, he volunteers his time with the Communities Foundation of Texas, The Senior Source and the Assistance Center of Collin County.

Education

Tyler earned a Bachelor of Science in Personal Financial Planning from Texas Tech University.

Awards

Carter Financial Management has been named to D Magazine’s list of Top Wealth Managers in Dallas every year since 2015 ¹.

Personal

Tyler and his wife Jenny live in Richardson with their daughters. They are active members of St. Andrew United Methodist Church in Plano and enjoy fellowship with friends and family.

^1. D Magazine Top Wealth Manager – D Magazine asked every wealth management firm and team in the Dallas-Fort Worth chapter of the Financial Planning Association, the Chartered Financial Analyst Institute, and the Investments & Wealth Institute to describe their practices. The final list was selected based on these criteria: top firms must have total assets under management for individual clients of at least $100 million; average assets under management per client of at least $1 million; a 95 percent client retention rate over the last two years; and no current disciplinary actions. Additionally, all firms must have been in existence for at least five years as of the application deadline (June 2021). They must also hold themselves out as fiduciaries for their clients and provide them with written disclosure. A panel of esteemed local wealth managers reviewed the final list. All numbers are current as of the application deadline. Out of the 58 that applied, 36 firms and teams were selected. 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 inclusion of a practice on the list should not be construed as an endorsement of the financial advisory practice by D Magazine. Raymond James is not affiliated with or D Magazine or any of the above-mentioned organizations.

J. Tyler Russell, CFP®, RICP®

Vice President, Carter Financial Management

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