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.
Leadership
R. Aaron Hays, CFP®
Partner, Carter Financial Management
Senior Wealth Manager, RJFS
Jonathan Meaney, CFP®, AIF®
Partner, Carter Financial Management
Senior Wealth Manager, RJFS
Branch Manager
J. Tyler Russell, CFP®, RICP®
CEO, Partner, Carter Financial Management
Senior Wealth Manager, RJFS
Additional Management Team Members
Ellenore Knight Baker, CFP®, CEPA®
Vice President
Carter Financial Management
Deborah L. Hickey, CFP®
Financial Planner
Carter Financial Management
Joseph Meylor, CFP®, CPWA®
Financial Planner
Carter Advisory Services
Our Founder and Firm Legacy
Bill Carter
Founder and Chairman Emeritus, Carter Financial Management
Financial Consultant, RJFS
Kathy Muldoon, CFP®
Senior Vice President
Carter Financial Management
Our Team
Daryl J. Braley
Senior Registered Representative, RJFS
Carter Financial Management
Julian Cantu
Client Service Associate
Carter Financial Management
Benjamin W. Jones
Client Service Associate
Carter Financial Management
Marnie Nebeker, FPQP™
Client Service Manager – Muldoon Team
Carter Financial Management
Chris Peay
Branch Associate
Carter Financial Management
Lori Peters, CFP®
Financial Planner and Compliance Officer
Carter Financial Management
Sue Spellman, CFP®
Senior Vice President
Carter Financial Management
Vicki Stone
Branch Associate
RJFS, Carter Advisory Services
Daniel Swain, CFP®
Head of Financial Planning Operations
Carter Advisory Services
