News

We are honored to share that Bill Carter has once again been named to the Forbes Best-in-State Wealth Advisors list for 2026. While accolades such as this are certainly appreciated, Bill would be the first to say that the true reward has never been the recognition...

Carter Financial Management is pleased to welcome Cinthya Proye as one of our summer interns this year. We are excited to have her with us as she continues building valuable professional experience before completing her coursework at Texas Tech University. Cinthya is...

Carter Financial Management is pleased to announce Kennedy Davis as the recipient of the 2026 Carter Financial Management Scholarship. Kennedy is a graduate of Emmett J. Conrad High School and will attend the University of Texas at Dallas, where she plans to pursue a...

A highlight of our time in Las Vegas during RJ Elevate was a special dinner hosted by AllianceBernstein at Spago in the Bellagio Hotel. Several Carter Financial Management attendees had the opportunity to gather for an evening of conversation, connection and...

Members of the Carter Financial Management team recently traveled to Raymond James Elevate 2026 in Las Vegas from May 3–6, 2026, joining financial professionals from across the country for several days of collaboration, education, and forward-thinking discussions...

Fifty years is more than a milestone—it’s a legacy built over time, shaped by relationships, guided by purpose, and strengthened through trust. Recently, we had the privilege of celebrating 50 years of Carter Financial Management at Southfork Ranch, surrounded by the...

Carter Financial Management’s 2026 Shred Day was a wonderful success, and we are grateful to everyone who joined us. Rain or shine, this is one of our favorite annual traditions because it gives us the opportunity to help our clients safely dispose of sensitive paper...

Marking five decades of serving individuals, families, and business owners with comprehensive, client-centered service, Carter Financial Management (CFM), a Dallas-based financial planning and wealth management firm, today announces a new CEO and two new partners, all...