The Carter Team: Dedicated to Service for Over 50 Years
Carter Financial Management’s professionals are the backbone of the business. They arrive at work every day grateful for the opportunity to serve their clients as a trusted family friend, always happy to help through life’s highs and lows.
At Carter Financial Management, we believe in the continuous growth of our wealth managers. Earning the CERTIFIED FINANCIAL PLANNER® (CFP®) certification reflects our commitment to excellence. For over 50 years, the CFP® designation has set the standard in financial planning, requiring rigorous education, extensive experience, and adherence to a strict code of ethics that prioritizes clients’ best interests.
In addition, every member of our team must obtain continuing education beyond the licensing standards of their profession, adhere to a strict code of conduct, and participate in community service.
Collectively, the team has been named to D Magazine’s “Top Wealth Manager Teams in Dallas” every year it’s been published.
In addition, the firm’s personal finance professionals have been quoted in such publications as The New York Times, Money magazine, USA Today, The Wall Street Journal, The Dallas Morning News, and Financial Planner magazine, among others.
Meet the Team
Bill Carter
CEO and Founder,
Carter Financial Management
Branch Manager, RJFS
Kathy Muldoon, CFP®
Senior Vice President
Carter Financial Management
JoAnne Galbraith, CFP®
President
Carter Advisory Services
Branch Associate, RJFS
Sue Spellman, CFP®
Senior Vice President
Carter Financial Management
Jonathan Meaney, CFP®, AIF®
Senior Vice President / Wealth Manager
Carter Financial Management
Ellenore Knight Baker, CFP®, CEPA®
Vice President
Carter Financial Management
J. Tyler Russel, CFP®, RICP®
Managing Senior Vice President
Carter Financial Management
Lori Peters, CFP®
Financial Planner and Compliance Officer
Carter Financial Management
R. Aaron Hays, CFP®
Senior Vice President
Carter Financial Management
Deborah L. Hickey, CFP®
Financial Planner
Carter Financial Management
Marnie Nebeker, FPQP™
Client Service Manager – Muldoon Team
Carter Financial Management
Joseph Meylor, CFP®, CPWA®
Financial Planner
Carter Advisory Services
Chris Peay
Branch Associate
Carter Financial Management
Vicki Stone
Branch Associate
RJFS, Carter Advisory Services
Daryl J. Braley
Senior Registered Representative, RJFS
Carter Financial Management
Anna Wood
Carter Financial Management
Shannon Tuggle
Receptionist
Carter Financial Management
Daniel Swain, CFP®
Financial Planner
Carter Advisory Services
Benjamin W. Jones
Client Service Associate
Carter Financial Management
Julian Cantu
Client Service Associate
Carter Financial Management
Melissa Allmond
Communications Specialist
Carter Financial Management