Patty Hammond

CFP®
 Certificant
Wealth Manager
Vice President of Compliance
Carter Financial Management
phammond@carterwealth.com

Patty, an award-winning financial planner, excels in her position as a trusted advisor and financial coach to those who have experienced significant life changes such as the loss of a spouse, retirement or divorce. Working with her clients, and their other professional advisors, Patty helps individuals draw on their values to inform investment goals and priorities, cash flow objectives and important estate decisions. She then assists with the assessment, planning, implementation and monitoring of financial targets.

She has been named one of “The Best Financial Planners in Dallas” in D Magazine1. Patty’s expertise is so thorough she has spent 13 semesters as an adjunct professor, teaching the CERTIFIED FINANCIAL PLANNER™ curriculum to aspiring CFP® certificants. In this position, Brookhaven College has honored her as one of their outstanding professors. Patty has also been sought-out by many local organizations as a featured speaker on financial planning topics.

Patty has demonstrated a career-long commitment to professional service, having served as president of the D/FW Society of the Institute of Certified Financial Planners (ICFP) and the Dallas Chapter of the International Association for Financial Planning (IAFP). She has served on IAFP’s National Ethics Committee and on Raymond James’ National Board of The Network for Women Advisors.

Patty is a summa cum laude graduate from the University of Tulsa with a degree in math and science education. She lives in Richardson and is active in the community. She belongs to the Richardson Woman’s Club and is a member of the philanthropy committee.

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™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.