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...
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...
2024 Texas A&M Financial Planning Conference
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...
CFM Sponsors Dallas Estate Planning Council Event
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...