In Memoriam: Becky Bell, CFP®

by | May 31, 2024

It is with heavy hearts that we share the news of the passing of our dear long-time member, Becky Bell, CFP®, President of Carter Financial Management. Becky was a pillar of our community, renowned not only for her professional expertise but also for her kindness, dedication, and warm spirit. 

Becky’s journey with our community was marked by her unwavering commitment to excellence and her genuine care for her colleagues and clients. Her contributions to the field of financial planning were significant, leaving an indelible mark on all who had the privilege of working alongside her. 

More than just a respected professional, Becky was a friend and mentor to many. Her ability to connect on a personal level, coupled with her insightful guidance, made her an invaluable member of our community. She had an extraordinary ability to make everyone feel valued and supported, and her infectious positivity inspired those around her to strive for greater heights. 

Becky’s leadership at Carter Financial Management was characterized by her forward-thinking vision and compassionate approach. She nurtured a culture of integrity and excellence, fostering a team that shared her passion for helping clients achieve their financial goals. Under her stewardship, Carter Financial Management flourished, reflecting her steadfast dedication and exceptional leadership. 

Services for Becky will be at the First United Methodist Church in McKinney located at 315 N. Church St. McKinney, TX 75069 on Saturday, June 1 at 1:00 pm. 

In addition to her professional achievements, Becky held an MBA, further showcasing her dedication to education and excellence. Becky was also a proud former student of Texas A&M. In her memory, Bill and Fran Carter have established a scholarship fund in the Financial Planning Department, where Becky had devoted her time, energy, and encouragement to both students and staff. In lieu of flowers, her family has requested donations be sent to: 

Texas A&M Foundation 
401 George Bush Dr. 
College Station, TX 77840 
Memo: Becky Bell End Sch in Financial Planning 

As we reflect on Becky’s life, we are reminded of the profound impact she had on so many. Her legacy is one of generosity, compassion, and unwavering dedication to her profession and community. Though her physical presence is no longer with us, her spirit, values, and the countless memories we shared will continue to live on. 

Our thoughts and prayers are with Becky’s family and friends during this difficult time. May her memory be a blessing to all who were touched by her remarkable life. We will miss her dearly but will carry forward the lessons and values she imparted to us. 

Rest in peace, Becky Bell. Your legacy will forever be a part of our community at Carter Financial. 

 

This communication and all contents are sent and provided by the associates in their individual capacities, and not in the capacity of agent, representative or financial advisor of Raymond James Financial Services, Inc. and/or any and all of its affiliates, including Raymond James & Associates, Inc. and Raymond James Financial, Inc. (collectively “Raymond James”). The associates are acting independently of their activity as associates of Raymond James, and their use of Raymond James platforms for communications pertaining to this solicitation is authorized. Raymond James, however, assumes no responsibility for the substance, accuracy, completeness or reliability of any content in this communication, and Raymond James’ sponsorship, endorsement, association or affiliation of/with Texas A&M Foundation or its activities is not implied, nor should it be inferred. 

Bill E. Carter, CFP®, CLU®, ChFC® CEO, Carter Financial Management

Bill Carter founded Carter Financial Management in 1976. The firm has grown to include a full suite of experienced financial planning professionals managing over $1 billion in assets. Dedicated to client service and professional excellence, Bill puts his deep knowledge of tax, investment and estate planning to work in helping clients define and reach their financial and life goals.

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