Congratulations to Bill Carter CFP®, CLU®, ChFC®—Forbes Best-in-State Wealth Advisors

Congratulations to Bill Carter CFP®, CLU®, ChFC®—Forbes Best-in-State Wealth Advisors

by | Nov 20, 2024

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 candidates based on key metrics like assets managed and client retention. Bill’s inclusion underscores his commitment to personalized service and industry leadership.

He’s known for fostering enduring client relationships, understanding their unique needs, and delivering tailored solutions. In today’s uncertain financial landscape, having an experienced advisor like Bill can make a significant difference. His recognition reflects his unwavering commitment to client success.

We congratulate Bill Carter on this well-deserved honor and thank his clients for their continued trust.

The Forbes Best-In-State Wealth Advisors 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024.

Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data.

Out of approximately 44,990 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience.

Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealthadvisors for more info.
Amy Williams

Amy joined Carter Financial Management in 2019 as Executive Assistant to Bill Carter. She has been in financial services for more than 20 years. Amy attended the University of North Texas, where she obtained her Bachelor of Business Administration.

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