Kathy Muldoon

CFP® Certificant
Senior Vice President
Carter Financial Management

kmuldoon@carterwealth.com

Kathy is a nationally-recognized, award-winning CFP® professional, specializing in transition planning due to retirement, death or divorce. Her mature financial planning practice reflects deep experience in legacy planning and portfolio strategies for the wealth management of physicians, attorneys and the recently widowed.

She has shared her knowledge with new generations of planners by teaching financial planning certificate programs at both the University of Dallas and Southern Methodist University. She may from time to time be found quoted in the financial press, including The Wall Street Journal, CEO Magazine, Consumer Reports and LeadDoc.

Kathy has been named one of “The Best Financial Planners in Dallas”1 in each year the title has been awarded.

Service to the community has long been a priority for Kathy. She has provided philanthropic leadership for numerous organizations including the Diocese of Dallas, Southern Methodist University Foundation, the Catholic Foundation, Cistercian Preparatory School, Parkland Hospital, Communities Foundation of Texas, Jesuit Preparatory School and The Dallas Foundation. Her expertise lent these institutions invaluable guidance on issues including nonprofit governance, planned giving, investments and fund development.

A native of San Francisco, Muldoon has raised her family in Texas.

1 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 final list is selected based on these criteria: top firms or teams must have total assets under management for individual clients of at least $100 million; a 95 percent client retention rate in the last two years; no current disciplinary action; and at least five years of experience. They must also be a fiduciary for their clients, and their compensation model cannot be commission-based. A panel of esteemed local wealth managers reviews 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. Raymond James is not affiliated with D Magazine. The inclusion of a financial advisor or practice on the list should not be construed as an endorsement of the financial advisory practice by D Magazine.

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:registered: and the Investment Management Consultants Association:registered: 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.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.