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Carter Financial Management Employee Directory

Financial ServicesTexas, United States11-50 Employees

Carter Financial Management is a mid-sized financial services firm in Dallas, Texas, providing integrated planning for affluent individuals, families, business owners, professionals, and executives. The firm coordinates financial, tax, legal, business, and philanthropic considerations into a single, coordinated strategy to address complex client needs. By combining these disciplines, it aims to deliver comprehensive guidance across its clients' wealth and governance concerns. Securities are offered through Raymond James Financial Services, Inc., with Carter Financial Management operating independently of that broker-dealer, and investment advisory services are provided through Carter Advisory Services, Inc. and Raymond James Financial Services Advisors, Inc. In 2026, D Magazine recognized Carter Financial Management as one of its Faces of Financial Planning.

Find Carter Financial Management employees' phone numbers or email addresses

Carter Financial Management Global Highlights

Location
Employees

North America
55

Minus sign iconPlus sign icon
  • United States Of America
    55

Carter Financial Management's Leadership

  • Stylized image of a person
    C. C.
    President
    Mobile Phone
  • Stylized image of a person
    J. L.
    Principal
    Mobile Phone
  • Stylized image of a person
    C. K.
    Associate Financial Planner
    Mobile Phone

Carter Financial Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Accounting
  • Administrative
  • Other
  • Analytics

Contact profiles from Carter Financial Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    C. C.
    President
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    J. L.
    Principal
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    C. K.
    Associate Financial Planner
    Mobile Phone
    Aug 04, 2024

Frequently Asked Questions

What is Carter Financial Management known for?

Minus sign iconPlus sign iconCarter Financial Management was founded in 1976 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-214-363-****
. Explore Carter Financial Management's company overview page for more information.

What is Carter Financial Management's most common email format?

Minus sign iconPlus sign iconCarter Financial Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Carter Financial Management email formats with LeadIQ.

How many employees does Carter Financial Management have currently?

Minus sign iconPlus sign iconCarter Financial Management has approximately 28 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Carter Financial Management's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Carter Financial Management's key employees include:

  • President: C. C.
  • Principal: J. L.
  • Associate Financial Planner: C. K.

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