News

Some days are a perfect reminder of what makes Carter Financial Management special, and July 14 was one of those days. We started the morning with our annual Summer Planning Day—a chance for our entire team to step away from our daily routines and spend intentional...

At Carter Financial Management, we believe one of the best ways to grow is by staying curious, engaged, and open to learning from the broader financial services industry. This summer, our intern Cinthya Proye had the opportunity to attend the BNY INSITE 2026...

Carter Financial Management is pleased to welcome Anna Winslow as one of our summer interns. Anna is a Global Studies major in the Texas A&M University Class of 2027, with double minors in Hospitality and Tourism Management and French. She is also pursuing a...

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...