Carter Financial Management Shines at the Raymond James Women’s Symposium
Several of our talented team members recently attended the exclusive Raymond James Women’s...
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Category: News
Congratulations to Bill Carter CFP®, CLU®, ChFC®—Forbes Best-in-State Wealth Advisors
Bill Carter CFP®, CLU®, ChFC® has been named to Forbes’ esteemed Best-in-State Wealth Advisors...
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Scholarship Winners Visit CFM
We were delighted when a few of our former scholarship winners came by CFM to visit with us in...
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Patty Hammond Retirement
After twenty-seven years with Carter Financial Management and an impressive forty-four years as a...
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2024 Texas A&M Financial Planning Conference
On October 3 and 4, 2024, Joe Meylor, CFP® and CPWA®, along with Cullen Ferguson, CFP®, proudly...
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CFM Sponsors Dallas Estate Planning Council Event
On Thursday, October 3rd, Jonathan Meaney, CFP®, AIF® Senior Vice President of Carter Financial...
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Empowering Women, Building a Better World: Carter Financial Management Attends Texas Women’s Foundation 39th Annual Luncheon
This year, several women from Carter Financial Management, joined by some of our valued clients,...
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Carter Financial Management Hosts Its First Ladies Literary Luncheon with Special Guest Natalie Musgrave Dossett
On Thursday, October 31, 2024, Carter Financial Management had the pleasure of hosting our...
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Carter Financial Management Team Takes on Top Golf for a Day of Fun and Friendly Competition
On October 24, the Carter Financial Management team gathered for a teambuilding event at Top Golf,...
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Carter Financial’s Zack Smutzer Wins Prestigious FPA DFW CFP® Scholarship
Zack Smutzer, of Carter Financial Management, is honored to receive the FPA DFW Pamela Yip...
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Ellenore Baker and Deborah Hickey at FPA event, Dallas
Deborah Lemoine-Hickey and Ellenore Baker had a blast at a recent FPA event in Dallas! They...
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Summer Company Planning Day at Carter Financial
Our Carter Financial team had a productive Summer Company Planning Day! This biannual event is all...
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