J. Tyler Russell, CFP®, RICP®

Managing Senior Vice President, Carter Financial Management

Professional

Tyler is a Certified Financial Planner® and Retirement Income Certified Planner®, serving as a trusted guide through clients’ most complex financial decisions. By helping clients separate emotion from finances, he empowers them to confidently pursue their long-term goals. His holistic approach weaves together tailored retirement income plans, tax-efficient strategies, charitable planning, and disciplined investment guidance—backed by deep research into U.S. and global economic trends. Tyler began his career at Fidelity Investments and now leads across initiatives at Carter, including chairing the CFM Management Team and chairing Carter Education Partners, which hosts annual investment conferences and client seminars. His insightful commentary on financial planning has also been featured in The Wall Street Journal.

Leadership and Service

Service isn’t just part of Tyler’s professional identity—it’s foundational to his values. He’s held key leadership roles with the Financial Planning Association’s DFW Chapter (including President) and served on boards for the Texas Tech Alumni Association of Dallas and the Texas Tech Financial Planning Advisory Board. Tyler also dedicates his time to local nonprofits like the Communities Foundation of Texas, The Senior Source, Methodist Health Foundation, 4 Corners Global Outreach, and the Assistance Center of Collin County.

Education & Recognition

Tyler earned his Bachelor of Science in Personal Financial Planning from Texas Tech University. Under his leadership, Carter Financial Management has consistently ranked among D Magazine’s Top Wealth Managers in Dallas since 2015 ¹.

Personal Life

Tyler lives in Richardson his two daughters. They are active members of St. Andrew Methodist Church in Plano and he treasures time spent with his family and friends.

^1. D Magazine asks every wealth management firm and team in the Dallas-Fort Worth chapter of the Financial Planning Association, Chartered Financial Analyst Institute, and the Investments and Wealth Institute to tell us about their practices. The final list was selected based on these criteria: top firms or teams must have total assets under management for individual clients of at least $100 million; average assets under management per client of at least $1 million; a 95 percent client retention rate over the last two years; and no current disciplinary action. Additionally, all firms (or teams, should the team be applying as an entity separate from its parent company) must have been in existence for at least five years as of the application deadline (May 31, 2024). They must also hold themselves out as fiduciaries for their clients and provide them with a written disclosure. A panel of esteemed local wealth managers reviewed the final list. All numbers are current as of the application deadline. Out of the 64 that were nominated, 50 teams were recognized. This ranking is based upon the period from 5/31/2023 to 5/31/2024 and was released on 10/31/2024. Neither the firms nor their employees pay a fee to D Magazine in exchange for inclusion in the list. Inclusion on the list is no guarantee as to future investment success. The ranking may not be representative of any one client's experience, is not an endorsement of the financial advisory practice by D Magazine and is not indicative of an advisor's future performance. Raymond James is not affiliated with D Magazine.

J. Tyler Russell, CFP®, RICP®

Managing Senior Vice President, Carter Financial Management

Professional

Leadership and Service

Education & Recognition

Personal Life

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