News

A Historic Gift and an Inspiring Moment for Children’s Health
Bill Carter recently had the honor of attending a Chairman's Advisory Board meeting for the foundation supporting Children's Health—an already meaningful gathering that became truly historic. During the meeting, Brent Christopher, President of Children's Medical...

A Historic Gift and an Inspiring Moment for Children’s Health
Bill Carter recently had the honor of attending a Chairman's Advisory Board meeting for the foundation supporting Children's Health—an already meaningful gathering that became truly historic. During the meeting, Brent Christopher, President of Children's Medical...

A Home Run Evening at the Ballpark – Thank You!
We want to extend a heartfelt thank you to everyone who joined us for our Client Appreciation Event on May 15, 2025. It was a pleasure spending an evening with so many of our wonderful clients, friends, and their families while cheering on the Frisco RoughRiders....

Bill Carter Named to Forbes Best-in-State Wealth Advisors List for 2025
We're proud to share that Bill Carter has once again been recognized by Forbes as one of the Best-in-State Wealth Advisors for 2025. This honor reflects Bill's continued excellence in wealth management and the strong, trusted relationships he builds with his clients...

Annual Shred Day 2025 – A Secure (and Sweet!) Success
At Carter Financial Management, we're always looking for ways to support our clients beyond financial planning—and that includes helping them protect their sensitive information. On April 26, 2025, we hosted our Annual Shred Day, giving clients the opportunity to...

A Thoughtful Legacy: Reflections on Our Family Love Letter® Event
At Carter Financial Management, we believe that true wealth goes far beyond numbers—it’s also the values, memories, and guidance we leave behind for the people we love most. That’s why Carter Financial Management recently gathered with clients and their guests at the...

Carter Financial Welcomes New Summer Intern from Texas A&M
At Carter Financial Management, we're always excited to connect with the next generation of financial planning professionals! During a recent visit to Texas A&M, Bill Carter had the opportunity to meet with our future summer intern, Kaitlyn Palacios. Kaitlyn is...

2025 Economic Outlook Dinner Recap
Carter Financial Management recently hosted our 2025 Economic Outlook Dinner in College Station, Texas, bringing together clients for an insightful evening focused on the fiscal future. We were honored to welcome Romina Boccia from the Cato Institute as our keynote...

A Visit from Jason Smith: Discussing the Future of Tax Policy with Bill Carter
At Carter Financial Management, you never know who might stop by for a conversation with our founder, Bill Carter. Recently, we had the privilege of welcoming Jason Smith, chairman of the Ways and Means Committee, to our offices for a thoughtful discussion on the...

Building on a Solid Foundation: Carter Financial’s Winter Planning Day 2025
On Wednesday, January 14, 2025, the Carter Financial Management team came together for our winter session of Company Planning Day, themed "Building on a Solid Foundation." This theme served as a reminder of our strong roots in the financial planning profession and our...

Giving Back This Holiday Season: Carter Financial Management’s Charity Day
As 2024 comes to a close, Carter Financial Management proudly continued its tradition of giving back to the community through its second Charity Day event of the year. On Friday, December 20th, our team volunteered at the Salvation Army's Garland location to support...