Registered Associate, Carter Financial Management
Daryl supports Kathy Muldoon’s team and has 25 years of experience in the financial services industry. As a seasoned specialist, he has worked primarily with key executives and high net worth individuals. Daryl has extensive experience with trading, new accounts, compliance, money movement, IRA Rollovers, new client onboarding and helping cultivate client relationships. He assists with daily client interaction and any supporting activities to ensure excellent customer service is provided.
Daryl graduated from Paris Junior College in Paris, TX with an emphasis in Business Administration. He then attended Austin College in Sherman, TX with concentrations in Business Administration and Economics. He holds the Series 7 and Series 63 licenses.
Daryl lives in downtown Dallas and enjoys reading, playing basketball and tennis, and vacationing in Colorado.