Carter Financial Management

Carter Financial Management

Carter Financial Management was founded in 1976 by company president Bill Carter (also no relation to President Carter nor his beer-branding brother Billy). Former US President Jimmy Carter doesn't have anything to do with Carter Financial Management, but Carter Financial Management has a lot to do with dead presidents (if not live ones). Carter Financial Management company offers asset management, tax, legal, and philanthropic services to high-net-worth individuals, as well as families, professionals, and business owners. Affiliate Carter Advisory Services performs financial planning services for estates worth $2 million to $100 million, while brokerage services are carried out by Raymond James Financial.

Contact Details

Office Address

Carter Financial Management
12222 Merit Drive, Suite 1800
Dallas, TX, USA 75251
Phone: (214) 363-4200
Fax: (214) 363-4369

Executives

President

Bill E. Carter

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