1976 marked the beginning of Carter Financial Management and founder Bill E. Carter has subsequently been nationally recognized for his pioneering work in the financial planning field. He has been both President and Board Chairman of the International Association for Financial Planning, the industry's largest professional association, and has also served the CFP Board of Standards as Chairman and President. Both Worth and Ticker magazines have named him as one of the country's top planners based on surveys conducted to assess expertise, insight, trustworthiness and commitment to clients.
In 1979, Kathy Muldoon joined Carter Financial and was named Vice President in 1985. She has been recognized by Money magazine as one of 200 outstanding financial planners in the U.S. based on surveys conducted to evaluate advisors who cater to high-net worth clients. She also was named in the Dallas Business Journal "Winner's Circle" which assesses candidates according to assets managed, revenue earned, level of experience, compliance records and customer satisfaction. Ms. Muldoon and Mr. Carter have both earned memberships in the Raymond James Financial Services Chairman's Council, comprised of the organization's top producing advisors.
Other members of the Carter Financial Management team include Robert Berg, Senior Vice President, who joined the firm in 1988; and Tom McIntire, Senior Vice President, who joined in 1992. A total of six Carter Financial planners have been consistently nominated by fellow CFPs to be recognized as "The Best Financial Planners in Dallas" by D Magazine since the award's inception in 2004. The Carter Financial team also is frequently quoted in such publications as The New York Times, Money magazine, USA Today, The Wall Street Journal and The Dallas Morning News.
-
Unmatched professionalism delivered with genuine personal care
-
Collective and individual pride in top performance
-
Unparalleled commitment to client service
-
An endless pursuit to inform and educate clients
