Registered Associate, Carter Financial Management
Kim joined Carter Financial in 2018 and supports Jonathan Meaney’s clients. She has been with Raymond James since 2013, having worked with branches in Waco and Frisco prior to joining CFM. She strives to ensure clients have an excellent experience by providing attentive operational support, answering questions and efficiently processing requests.
Kim graduated with a bachelor’s in business administration from McMurry University in Abilene, Texas.
Kim lives in Caddo Mills, Texas with her husband, Sam. She enjoys going to flea markets and playing with their dogs, Max, and Doc.