Becky Bell, CFP®

President, Carter Financial Management

 Professional

Becky joined Carter Financial Management originally in 1985 and returned in 2017 as President. She has been a CFP® professional for over 30 years and has focused her career on helping companies build successful, customer-focused businesses. She has special expertise in financial planning, insurance and mortgage strategies for the retirement marketplace.

A respected leader with a broad functional background in marketing, product development, sales management and operational efficiency, Becky most enjoys building the special relationships that allow her to be a valued partner to her clients and associates. She has been a featured speaker at industry events and is a strong advocate for creative thought in addressing the goals and needs of an aging population. Prior to rejoining CFM, Becky served in leadership roles with companies including GE, MetLife, Genworth, and Longbridge Financial.

Service

Her son’s diagnosis with Type 1 Diabetes led Becky to work toward raising awareness and funds for research through the JDRF “Walk for a Cure” program in local elementary and middle schools. She serves on the board for the Baylor Oral Health Foundation and has also been active with Junior Achievement mentoring programs in several cities.

Education

Becky attended Texas A&M University and the University of Texas at Arlington, where she earned Bachelor of Business Administration (with concentrations in Marketing and Finance) and Master of Business Administration degrees.

Personal

A fourth generation Texan, Becky lives in Prosper with Brad, her husband of over 30 years. Her daughter is a middle school band director and her son is a recent high school graduate. She loves family time, yoga, painting, paper crafts, travel and agility training with their dog.

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

 Raymond James is not affiliated with the organizations listed.