News
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 dedication and excellence in financial guidance. Forbes rigorously evaluates...
Ellenore Baker and Deborah Hickey at FPA event, Dallas
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...
Summer Company Planning Day at Carter Financial
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...
Welcome Julian Cantu— CFM Summer Intern
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...
Scholarship Winner Announced!
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...
Houston Economic Outlook Dinner
Carter Financial Management hosted its Annual Economic Outlook client dinner, a tradition dating back to 2010! This special event, born from the dedication of Joe Mattei, continues to unite our Houston-area clients. Among our esteemed guests, Marcia Davis adds a touch...
Client Appreciation Day at the Dallas Museum of Art
On May 14, 2024, Carter Financial Management hosted our annual Client Appreciation Event at the Dallas Museum of Art. Attendees enjoyed food, refreshments, live guitar music, and the current featured exhibit titled “The Impressionist Revolution.” Clients, staff,...
Shred Day 2024
Many thanks to all who participated in 2024 Shred Day and braved the weather and hard rainfall to get there. This, by far, was one of our busiest Shred Day events ever. The worker with United Electronic Recycling stated that we had twice the volume as the City of...
Carter Financial Management Employees Serve Up Support at North Texas Food Bank
In a heartening display of community spirit and dedication to making a tangible difference, employees of Carter Financial Management recently rolled up their sleeves and volunteered at the North Texas Food Bank. With a shared commitment to combating hunger in their...
Congratulations to the Swain Family!
Daniel and Greta Swain welcomed Heidi Ruth Swain to the world on May 28, 2024. Heidi weighed 7 pounds 14 ounces and was 21.25 cm long. Mom and baby are happy and healthy! Congratulations, Daniel and Greta!
In Memoriam: Becky Bell, CFP®
It is with heavy hearts that we share the news of the passing of our dear long-time member, Becky Bell, CFP®, President of Carter Financial Management. Becky was a pillar of our community, renowned not only for her professional expertise but also for her kindness,...
Videos
How Do I Find a Financial Planner?
Financial Planning: Who Should I Trust
Who is Carter Financial Management?
What is Financial Planning?
Linkedin
Facebook
Twitter
Youtube