Please join us in welcoming our newest team members.  

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

Shannon Tuggle recently joined as our new Receptionist. Shannon has many years of executive support and project coordination experience and is a welcome addition to the team. You will enjoy meeting her when you visit our offices.  

Daniel Swain, CFP® joined Carter Advisory Services as a Financial Planner. Daniel and his wife recently moved from Virginia, where he built financial plans and cared for clients with his prior firm. 

Benjamin Jones joined Jonathan Meaney’s team in late 2023 to provide operational client support. He assists with daily client interaction and supporting activities to ensure excellent customer service. Ben graduated from Texas A&M University with a Bachelor of Business Administration in 2005 and his Master of Business Administration from the University of Texas at Dallas in 2019.

Leslie Bingham, our long-time Receptionist, retired in August. We wish her great happiness and lots of fun as she begins her retirement adventures. Her ready smile and continual willingness to help will be missed.  

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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