News

We were delighted when a few of our former scholarship winners came by CFM to meet us. These young men and women are phenomenal individuals, and the potential our scholarship selection committees saw in each of them is becoming realized.   Jorge Rodriguez Santana...

Carter Financial Management recently hosted a Women’s Leadership Alliance event in our newly remodeled office. Financial advisors from all over the DFW Metroplex gathered to socialize, network and learn more about this vibrant new organization.   Women’s Leadership...

Last quarter, the team at Carter Financial Management traded their desks for tool belts and their spreadsheets for elbow grease as they embarked on a day of giving back at the Habitat for Humanity ReStore. This initiative marked not only a break from the routine but...

At Carter Financial Management, one of its core “pillars” is education. The firm believes that having educated clients and financial planners is pivotal to the clients’ financial success. This is why the firm continues to host annual client events, like the Carter...

Jeff Bush is a dynamic and insightful speaker known for translating difficult and confusing information coming out of Washington into growth strategies for investors.

One of our key Carter Financial values is giving back to the community. We demonstrate that value by holding Community Service Days twice a year. For the first time since the pandemic began, we were finally able to safely hold a Community Service Day, so we packed up...