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...
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,...
New Faces at CFM!
Please join us in welcoming our newest team members. Anna Wood is a highly experienced Office Administrator who joined Carter Financial Management in May. With over 25 years in private equity and commercial real estate, she brings a rich background and outstanding...
A Visit from Our Scholarship Winners
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...
Bill Carter Named Among Forbes’ Best-in-State Wealth Advisors for 2024
In the realm of finance, recognition from reputable institutions stands as a testament to one's expertise, integrity, and dedication to clients. It is with great pleasure and pride that we announce the inclusion of Bill Carter in Forbes' prestigious Best-in-State...
Texas A&M Announces New Bachelor’s Degree Progam in Financial Planning
The Department of Agricultural Economics in the Texas A&M College of Agriculture and Life Sciences will offer a Bachelor of Science degree program in financial planning beginning Fall 2023.This will be the first degree from Texas A&M University that focuses...
CFM Hosts Women’s Leadership Alliance
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...
Carter Financial Management Gives Back at Habitat for Humanity ReStore
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...
Joe Meylor Earns Certified Private Wealth Advisor® Designation
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...
Carter Scholarship Recipient: Sarah Noor Alam
The Carter team has selected Sarah Noor Alam to receive the 2022 Carter Financial Management college scholarship.
CIC Speaker Highlight: Jeff Bush
Jeff Bush is a dynamic and insightful speaker known for translating difficult and confusing information coming out of Washington into growth strategies for investors.
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