2024 Texas A&M Financial Planning Conference

by | Nov 20, 2024

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 students eager to explore internship opportunities at our firm. In addition to networking, Joe and Cullen enjoyed watching students showcase their skills in competitions like the Elevator Pitch contest and listening to industry leaders deliver TED-style talks on the latest trends in financial planning.

As the title sponsor of the conference, Carter Financial Management is committed to supporting the next generation of financial professionals. We’re excited to witness the continued growth of Texas A&M’s Financial Planning program and look forward to our ongoing partnership with this vibrant academic community.

Joe Meylor CFP®, CPWA®, and Cullen Ferguson CFP® visit with a Texas A&M University student during the Career Fair at the Texas A&M University Financial Planning Career & Education Conference, discussing career opportunities and insights into the financial industry

Joe Meylor CFP®, CPWA®, and Cullen Ferguson CFP® visit with a Texas A&M University student during the Career Fair at the Texas A&M University Financial Planning Career & Education Conference, discussing career opportunities and insights into the financial industry

Anna is a highly experienced Office Administrator who joined Carter Financial Management in 2023. With over 25 years in private equity and commercial real estate, she brings a rich background and wealth of expertise to the team.

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