News
A Thoughtful Legacy: Reflections on Our Family Love Letter® Event
At Carter Financial Management, we believe that true wealth goes far beyond numbers—it’s also the values, memories, and guidance we leave behind for the people we love most. That’s why Carter Financial Management recently gathered with clients and their guests at the...
A Thoughtful Legacy: Reflections on Our Family Love Letter® Event
At Carter Financial Management, we believe that true wealth goes far beyond numbers—it’s also the values, memories, and guidance we leave behind for the people we love most. That’s why Carter Financial Management recently gathered with clients and their guests at the...
Carter Financial Welcomes New Summer Intern from Texas A&M
At Carter Financial Management, we're always excited to connect with the next generation of financial planning professionals! During a recent visit to Texas A&M, Bill Carter had the opportunity to meet with our future summer intern, Kaitlyn Palacios. Kaitlyn is...
2025 Economic Outlook Dinner Recap
Carter Financial Management recently hosted our 2025 Economic Outlook Dinner in College Station, Texas, bringing together clients for an insightful evening focused on the fiscal future. We were honored to welcome Romina Boccia from the Cato Institute as our keynote...
A Visit from Jason Smith: Discussing the Future of Tax Policy with Bill Carter
At Carter Financial Management, you never know who might stop by for a conversation with our founder, Bill Carter. Recently, we had the privilege of welcoming Jason Smith, chairman of the Ways and Means Committee, to our offices for a thoughtful discussion on the...
Building on a Solid Foundation: Carter Financial’s Winter Planning Day 2025
On Wednesday, January 14, 2025, the Carter Financial Management team came together for our winter session of Company Planning Day, themed "Building on a Solid Foundation." This theme served as a reminder of our strong roots in the financial planning profession and our...
Giving Back This Holiday Season: Carter Financial Management’s Charity Day
As 2024 comes to a close, Carter Financial Management proudly continued its tradition of giving back to the community through its second Charity Day event of the year. On Friday, December 20th, our team volunteered at the Salvation Army's Garland location to support...
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 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,...
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 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...
Scholarship Winners Visit CFM
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...
Patty Hammond Retirement
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...
Videos
How Do I Find a Financial Planner?
Who is Carter Financial Management?
Financial Planning: Who Should I Trust
How Does Financial Planning Work?
Linkedin
Facebook