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 together to align our goals and objectives.
What a positive day of growth and collaboration!
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...
We were delighted when a few of our former scholarship winners came by CFM to visit with us in August. These young men and women are phenomenal individuals; the potential our scholarship selection committees saw in each of them is becoming realized. Jorge Rodriguez...
After twenty-seven years with Carter Financial Management and an impressive forty-four years as a Certified Financial Planner, we are sad to say goodbye to Patty Hammond, who officially retired on October 15, 2024. Patty says, “After much reflection, I believe now is...
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...
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