Patty Hammond, CFP®

Vice President, Compliance; Carter Financial Management

Professional

Patty is an award-winning financial planner, serving as a “financial coach” to clients who have experienced significant life changes, such as the loss of a spouse, retirement, or divorce. As a former educator, she brings a passion for teaching and communication simplicity to the practice.

Working with her clients and their other professional advisors, Patty helps individuals draw on their values to form investment goals and priorities, cash flow objectives, and important estate decisions. She then assists with the assessment, planning, implementation, and monitoring of financial targets to help turn goals into realities.

Service

Demonstrating a career-long commitment to furthering the practice of financial planning, Patty formerly served as president of the DFW Society of the Institute of Certified Financial Planners (ICFP) and the Dallas Chapter of the International Association for Financial Planning (IAFP). She has also served on IAFP’s National Ethics Committee, the board of the Raymond James National Network for Women Advisors and the philanthropy committee of the Richardson Women’s Club.

Patty was a long-time adjunct professor at Brookhaven College, where she taught the Certified Financial Planner™ curriculum to aspiring CFP^® certificants. Brookhaven College has honored her as one of their outstanding professors, and she is sought-out by many local organizations to speak on financial planning.

Awards

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

Education

Patty is a summa cum laude graduate from the University of Tulsa with a bachelor’s degree in math and science education.

Personal

Patty is an active member of the Richardson, Texas community where she and her husband Bill raised their 3 children. She enjoys travel and precious moments with her grandchildren.