Eddie Mattei with Bill Carter
Among our esteemed guests, Marcia Davis adds a touch of nostalgia, having been one of Bill’s earliest employees back in 1977.
Here’s to honoring our past while embracing the future!
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...
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