News
Building on a Solid Foundation: Carter Financial’s Winter Planning Day 2025
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...
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,...
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...
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