J. Tyler Russell, CFP®, RICP®

Vice President, Carter Financial Management

Professional

Tyler is a Certified Financial Planner™ practitioner and a Retirement Income Certified PlannerTM. 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

Tyler was named to D Magazine’s annual list of “The Best Financial Planners in Dallas”1 in 2015, 2017, 2018, 2019 and 2020.

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.

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.

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 the D Magazine. Raymond James is not affiliated with any of the above-mentioned organizations. 

Raymond James is not affiliated with the organizations listed.