Honoring the Legacy of Becky Bell at Texas A&M University

by | Oct 24, 2025

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 been fully funded, ensuring that Becky’s passion for mentoring and supporting future financial planners will continue to inspire generations of students to come.

On October 2, 2025, at the Texas A&M Financial Planning Conference Awards and Recognition Banquet, the first-ever recipient of the scholarship, Valery Lopez Duron, was honored.

We extend our heartfelt congratulations to Valery and look forward to watching her achievements unfold as she carries forward the same dedication and enthusiasm for helping others that Becky embodied throughout her career.

Becky’s legacy lives on—not only in the lives she touched personally, but now also through the opportunities this scholarship provides for aspiring financial planners at Texas A&M University.

Raymond James is not affiliated with and does not endorse the opinions or services of the above mentioned organization.

Anna is a highly experienced Office Administrator who joined Carter Financial Management in 2023. With over 25 years in private equity and commercial real estate, she brings a rich background and wealth of expertise to the team.

Related Posts

Celebrating Excellence at the 2026 FPA DFW Honors Award Ceremony

Celebrating Excellence at the 2026 FPA DFW Honors Award Ceremony

Recognizing Leadership, Service, and Community in Financial Planning Members of the Carter Financial Management team gathered with fellow financial planning professionals on October 6, 2026, for the annual FPA DFW Honors Award Ceremony, held at the Communities...

Celebrating the 47th Annual Carter Investment Conference

Celebrating the 47th Annual Carter Investment Conference

A Day of Education, Connection, and Community On Thursday, October 8, 2026, Carter Financial Management welcomed clients and friends to the 47th Annual Carter Investment Conference, held at the Communities Foundation of Texas in Dallas. For decades, the Carter...