News

Several of our talented team members recently attended the exclusive Raymond James Women's Symposium, held at the JW Marriott in Tampa, Florida. This annual event is designed specifically for women within Raymond James, providing a platform for connection,...

Bill Carter CFP®, CLU®, ChFC® has been named to Forbes’ esteemed Best-in-State Wealth Advisors list for 2024, showcasing his expertise and client trust. This recognition is a testament to his dedication and excellence in financial guidance. Forbes rigorously evaluates...

We were delighted when a few of our former scholarship winners came by CFM to visit with us in August. These young men and women are phenomenal individuals; the potential our scholarship selection committees saw in each of them is becoming realized. Jorge Rodriguez...

After twenty-seven years with Carter Financial Management and an impressive forty-four years as a Certified Financial Planner, we are sad to say goodbye to Patty Hammond, who officially retired on October 15, 2024. Patty says, “After much reflection, I believe now is...

On October 3 and 4, 2024, Joe Meylor, CFP® and CPWA®, along with Cullen Ferguson, CFP®, proudly represented Carter Financial Management at the 2024 Texas A&M Financial Planning Conference in College Station. They had the pleasure of connecting with numerous...

On Thursday, October 3rd, Jonathan Meaney, CFP®, AIF® Senior Vice President of Carter Financial Management, delivered a sponsor presentation to the Dallas Estate Planning Council (DEPC) as part of CFM’s ongoing support of their mission. The DEPC is dedicated to...

This year, several women from Carter Financial Management, joined by some of our valued clients, had the privilege of attending the Texas Women’s Foundation “Catalysts for Change” Luncheon at the Omni Hotel in Dallas. This inspiring event marked the Foundation's 39th...

On Thursday, October 31, 2024, Carter Financial Management had the pleasure of hosting our inaugural Ladies Literary Luncheon, an event designed to celebrate the love of literature among our esteemed female clients and some of our wonderful team members. This...

On October 24, the Carter Financial Management team gathered for a teambuilding event at Top Golf, making the most of the beautiful fall weather. With warm temperatures and blue skies, it was the perfect day for some friendly competition and bonding beyond the office....

Zack Smutzer, of Carter Financial Management, is honored to receive the FPA DFW Pamela Yip Memorial CFP® Exam Fee Scholarship! This prestigious achievement celebrates a commitment to excellence in financial planning and emphasizes the value of becoming a Certified...