Empowering Women, Building a Better World: Carter Financial Management Attends Texas Women’s Foundation 39th Annual Luncheon

by | Nov 6, 2024

This year, several women from Carter Financial Management, joined by some of our valued clients, had the privilege of attending the Texas Women’s Foundation “Catalysts for Change” Luncheon at the Omni Hotel in Dallas. This inspiring event marked the Foundation’s 39th Annual Luncheon and celebrated the powerful role our community plays in strengthening women and creating a better world through the Foundation’s impactful programs.

The afternoon’s highlight was the keynote address by renowned journalist and former NBC News anchor Ann Curry. Known for her courageous coverage of global conflicts and humanitarian crises, Ann captivated the audience with her insight and empathy, weaving stories of resilience and community strength. Her words were guided by the thoughtful questions of Krys Boyd, host of KERA’s radio show Think, who brought her own depth and curiosity to the conversation, creating a dialogue that resonated deeply with all present.

We are especially proud to support the Texas Women’s Foundation, an organization close to our hearts, thanks to three of our very own—Ellenore Baker, CFP®, Sue Spellman, CFP®, and Patty Hammond—who previously served on its board. Their continued dedication to the Foundation’s mission inspires our commitment to supporting organizations that empower and uplift women.

The Texas Women’s Foundation’s work transforms the lives of countless women and girls in Texas, thanks to the support of dedicated community members and organizations like ours. Events like the “Catalysts for Change” Luncheon remind us that community involvement can help shape a brighter, more equitable future for women everywhere.

Raymond James is not affiliated with other organizations mentioned and any opinions are not necessarily those of Raymond James.

Ellenore holds an MBA in Finance and International Business from New York University. She started her career as a floor trader for Goldman Sachs, and received her CFP® from Southern Methodist University. Outside of work, Ellenore is heavily involved in Women's organizations such as the Texas Women's Foundation.

------

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks

Related Posts

Bill Carter on the History and Future of the FPA

Bill Carter on the History and Future of the FPA

Take a walk down memory lane as the Financial Planning Association celebrates its 25th anniversary. In this special video, industry leaders reflect on the historic merger of the IAFP and ICFP and the founding of FPA. We’re proud to share insights from our own Bill...

Bill Carter Appears on FPA Live

Bill Carter Appears on FPA Live

We’re pleased to share this special interview from FPA Live, courtesy of the Financial Planning Association. In this conversation, Bill Carter, a trailblazer in financial planning and a central figure in the merger of the IAFP and ICFP that formed FPA in 2000,...

Team Outing at the Fort Worth Stock Show & Rodeo

Team Outing at the Fort Worth Stock Show & Rodeo

After several days of icy roads, the Carter Financial Management team was grateful for clear skies and safe travels as we headed to the Fort Worth Stock Show and Rodeo on Friday, January 30, 2026. Before the main event, we enjoyed exploring the grounds and supporting...

Thank You for Your Patience During Our Office Renovation

Thank You for Your Patience During Our Office Renovation

At Carter Financial Management, we are always looking for ways to better serve our clients—both in the guidance we provide and the space where those conversations take place. We would like to extend our sincere thanks to our clients for their patience and...