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 and is an active member of the CFM management team. He serves as co-chair of 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 is a leader in 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) and currently serves on its executive committee. In addition to his work with career-related organizations, he volunteers with 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, and 2019.

Personal

Tyler and his wife Jenny live in Richardson with their daughters, Aurora, and McKenna. They are active in their church in Plano and enjoy fellowship with friends and family.