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 emerging talent within the financial planning community.
We are thrilled to share that Julian Cantu, Client Service Associate was selected as the recipient of the 2025 SFMG Wealth Advisors Merit Scholarship in Honor of Barry Evans, CFP®. This scholarship honors individuals who demonstrate exceptional promise, dedication, and a commitment to professional growth — all of which Julian brings to his work each day.
We also want to acknowledge Jonathan Meaney, CFP®, AIF®, and Joe Meylor, CFP®, CPWA®, for representing Carter Financial Management at the event and for their continued dedication to excellence in serving clients and advancing the financial planning profession.
We are incredibly proud of our team’s accomplishments and grateful to see their hard work and leadership reflected in the broader professional community.
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