Jonathan Meaney, CFP®

Wealth Manager, Carter Financial Management

Professional

Jonathan serves as a trusted advisor to executives, professionals, and entrepreneurs. His clients find him to be a straightforward, consultative planner with an ability to bring balance between the analytical and emotional aspects of their finances.

Jonathan joined Carter Financial Management in 2006 and serves on CFM’s Management Team. Prior to joining CFM, he worked at Southwest Securities as a financial advisor and assistant branch manager of their Private Client Group office in Preston Center.

Service

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

Awards

Jonathan has been named one of “The Best Financial Planners in Dallas”1 by D Magazine each year since 2012.

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 young children. He enjoys spending time with family, cooking, participating in outdoor activities and attending his kid’s sporting events.