Jonathan Meaney, CFP®, AIF®

Senior Vice President, Carter Financial Management

Professional

Jonathan is a straightforward, consultative planner with an ability to bring balance between the analytical and emotional aspects of his clients’ finances. He is a trusted advisor to executives, professionals, and entrepreneurs. Jonathan joined Carter Financial Management in 2006 and serves on the Management Team. Prior to joining CFM, he worked at Southwest Securities as a financial advisor and assistant branch manager for the private Client Group office in Dallas.

Service

Jonathan served as President & Chairman of the DFW Financial Planning Association following several years on the board in various capacities. He served on the Dallas Estate Planning Council’s Board of Governors, the Dallas Regional Chamber of Commerce’s Economic Policy Committee and the Dallas Regional Chamber Small Business Advisory Council. In the local community, Jonathan served on the board of the Low Birth Weight Development Center and supports the North Texas Food Bank, the Wounded Warrior Project and the American Red Cross among various other interests.

Awards

Carter Financial Management has been named to D Magazine’s list of Top Wealth Managers in Dallas every year since 2015 ¹.

Education

Jonathan studied at Southern Methodist University to complete the Financial Planning Certification Program. He earned a Bachelor of Science in Business Administration from Louisiana Tech University.

Personal

Jonathan and his wife, Autumn, have two children. He enjoys spending time with family, cooking, outdoor activities and his kids’ sports events.