News

At Carter Financial Management, giving back has always been more than a tradition—it’s part of who we are. On Friday, December 12, our team spent the day volunteering with The Salvation Army, lending a hand in preparation for their upcoming Angel Tree Distribution....

As our office undergoes a short-term physical closure, we wanted to share a little behind-the-scenes look at what’s happening—and why we’re so excited about it. While our closure is short-term, the work underway is meaningful. These updates are focused on refreshing...

On December 8, 2025, Ellenore Knight Baker, CFP®, hosted a warm and engaging client get-together in Dallas centered around a discussion of Sarita by Natalie Musgrave Dossett. The gathering offered a welcomed pause during the busy season — a chance to slow down, share...

Carter Financial Management is proud to announce that we have once again been named to D Magazine’s list of Top Wealth Managers for 2025—an honor we’ve received every year since the award’s inception in 2015. For nearly 50 years, Carter Financial Management has been...

Carter Financial Management is proud to celebrate our Office Administrator, Anna Wood, for her outstanding athletic achievement. In September, Anna competed in a DEKA Fit age group race in Austin, Texas — a grueling fitness competition designed to test strength,...

On Friday, October 24, the Carter Financial Management team took a break from financial planning to test our skills in a different kind of challenge — Game Show Battle! It was an afternoon filled with laughter, friendly competition, and plenty of familiar challenges...

Tyler Russell, CFP®, RICP®, and Aaron Hays, CFP®, represented Carter Financial Management at Texas Tech Opportunity Days in Lubbock, Texas, from October 15–17, 2025. The multi-day event brought together firms and students from one of the nation’s leading personal...

Carter Financial Management is proud to celebrate the enduring legacy of our beloved colleague and friend, Becky Bell, through the establishment of the Becky Bell Scholarship of Financial Planning at Texas A&M University. The endowment for this scholarship has now...

The 46th Annual Carter Investment Conference was held on Thursday, October 9, at the Communities Foundation of Texas. The event was well attended both in person and via Zoom, underscoring the enthusiasm of our clients to stay informed in an ever-evolving investment...

Carter Financial Management is proud to celebrate our team’s participation in the FPA DFW Honors Awards Night, held on Tuesday, October 7, 2025. The annual event brings together professionals from across the Metroplex to recognize outstanding contributions and...