News

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...

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...

This year, several women from Carter Financial Management, joined by some of our valued clients, had the privilege of attending the Texas Women’s Foundation “Catalysts for Change” Luncheon at the Omni Hotel in Dallas. This inspiring event marked the Foundation's 39th...

On Thursday, October 31, 2024, Carter Financial Management had the pleasure of hosting our inaugural Ladies Literary Luncheon, an event designed to celebrate the love of literature among our esteemed female clients and some of our wonderful team members. This...

On October 24, the Carter Financial Management team gathered for a teambuilding event at Top Golf, making the most of the beautiful fall weather. With warm temperatures and blue skies, it was the perfect day for some friendly competition and bonding beyond the office....

Zack Smutzer, of Carter Financial Management, is honored to receive the FPA DFW Pamela Yip Memorial CFP® Exam Fee Scholarship! This prestigious achievement celebrates a commitment to excellence in financial planning and emphasizes the value of becoming a Certified...

Deborah Lemoine-Hickey and Ellenore Baker had a blast at a recent FPA event in Dallas! They connected with fellow CFP ladies and even made some beautiful terrariums for their offices. The turnout was amazing, and they had the pleasure of meeting so many like-minded...

Our Carter Financial team had a productive Summer Company Planning Day! This biannual event is all about setting company goals, elevating our standards of excellence, enhancing client service, and strengthening our teamwork. It was inspiring to see all employees come...

Julian is a First Sergeant in the Corps of Cadets at Texas A&M University and will receive his Bachelor of Science degree in Financial Planning in May 2025. He will take on many tough projects this summer and will be a great help to all of us. We are so lucky to...

Meet Lidiya Gebrehiwot, a senior at Emmett J. Conrad High School. She moved to the United States in 2013 with her mother and sister from Eritrea, a beautiful country in East Africa. This month, she graduated as the Class of 2024 Valedictorian, earning both her high...