Sue Spellman, CFP®

Senior Vice President, Carter Financial Management

Professional

Sue’s clients may benefit from both her expertise in securities research, portfolio management and asset allocation as well as her sincere desire to be their trusted advisor, which she believes is best achieved by listening carefully and helping ensure their planning needs are always addressed.

Spellman is a member of the D/FW Financial Planning Association. She has been quoted by national financial columnist Scott Burns and has provided investment guidance to women’s organizations.

Prior to joining Carter Financial Management, Sue was a vice president in the Private Client Group of Southwest Securities, a regional NYSE member-firm that acquired Spellman Capital Corporation, the boutique broker-dealer and registered investment advisory that she founded in 1982.

Service

Sue’s philanthropic and volunteer work includes the Dallas Women’s Foundation Finance Committee, the San Antonio Area Foundation, Leadership Texas Class of 2013, Lovers Lane United Methodist Church and Girl Scouts of Northeast Texas. She also teaches English as a Second Language (ESL) to new immigrants through North Dallas Shared Ministries.

Awards

Sue has been named to D Magazine’s list of “The Best Financial Planners in Dallas”1 in 2013, 2014, 2015 and 2016.

Education

Sue is a graduate of Newcomb College Tulane University and studied finance at the University of Texas at Austin.

Personal

Sue and her husband, Paul, have two grown daughters and live in Dallas.