Jonathan Meaney, CFP®, AIF®
Partner, Carter Financial Management
Senior Wealth Manager, RJFS
Branch Manager
Professional
Jonathan serves as a trusted advisor to executives, professionals, entrepreneurs and families. His clients value his straightforward, consultative approach and his ability to balance analytical planning with the emotional realities of financial decision-making. He emphasizes thoughtful counsel, long-term relationships and helping clients make informed decisions with confidence.
Jonathan joined Carter Financial Management in 2006. He is the branch manager and serves on the firm’s Executive Team and Management Team. Before joining CFM, he worked at Southwest Securities’ Private Client Group – Park Cities as a financial advisor and assistant branch manager.
Service
Jonathan served as president and chairman of the DFW Financial Planning Association after several years on the board in various capacities. He also served on the Dallas Estate Planning Council’s Board of Governors, the Dallas Regional Chamber of Commerce’s Economic Policy Committee and the Dallas Regional Chamber Small Business Advisory Council. Jonathan currently serves on the Professional Seminar Committee for the Communities Foundation of Texas.
In the community, Jonathan served on the board of the Low Birth Weight Development Center and supports organizations including the North Texas Food Bank, Cornerstone Ranch, Wounded Warrior Project, Metrocrest Services, Cal Farley Boys Ranch, and American Red Cross.
Education
Jonathan studied at Southern Methodist University to complete the Financial Planning Certification Program and completed his Accredited Investment Fiduciary designation through Fi360. He earned a Bachelor of Science in Business Administration from Louisiana Tech University.
Personal
Jonathan lives in North Dallas with his wife, Autumn, and their two children. Outside of work, he enjoys cooking, spending time outdoors and attending his children’s sporting events. Family time is especially important to Jonathan, and they enjoy traveling and exploring new places together.