Welcome Julian Cantu— CFM Summer Intern
Julian is a First Sergeant in the Corps of Cadets at Texas A&M University and will receive his...
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Category: News
Scholarship Winner Announced!
Meet Lidiya Gebrehiwot, a senior at Emmett J. Conrad High School. She moved to the United States...
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Houston Economic Outlook Dinner
Carter Financial Management hosted its Annual Economic Outlook client dinner, a tradition dating...
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Client Appreciation Day at the Dallas Museum of Art
On May 14, 2024, Carter Financial Management hosted our annual Client Appreciation Event at the...
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Shred Day 2024
Many thanks to all who participated in 2024 Shred Day and braved the weather and hard rainfall to...
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Carter Financial Management Employees Serve Up Support at North Texas Food Bank
In a heartening display of community spirit and dedication to making a tangible difference,...
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Congratulations to the Swain Family!
Daniel and Greta Swain welcomed Heidi Ruth Swain to the world on May 28, 2024. Heidi weighed 7...
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In Memoriam: Becky Bell, CFP®
It is with heavy hearts that we share the news of the passing of our dear long-time member, Becky...
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New Faces at CFM!
Please join us in welcoming our newest team members. Anna Wood is a highly experienced Office...
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A Visit from Our Scholarship Winners
We were delighted when a few of our former scholarship winners came by CFM to meet us. These young...
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Bill Carter Named Among Forbes’ Best-in-State Wealth Advisors for 2024
In the realm of finance, recognition from reputable institutions stands as a testament to...
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Texas A&M Announces New Bachelor’s Degree Progam in Financial Planning
The Department of Agricultural Economics in the Texas A&M College of Agriculture and Life...
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