LeadIQ logo
Learn more at LeadIQ.com
Carter Financial Management logo

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

  • President at Carter Financial Management
    C. C.
    President
    Mobile Phone
  • Principal at Carter Financial Management
    J. L.
    Principal
    Mobile Phone
  • Associate Financial Planner at Carter Financial Management
    C. K.
    Associate Financial Planner
    Mobile Phone

Carter Financial Management Employee Metrics

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

Contact profiles from Carter Financial Management

Name
Title
Contact
Location
Last Update
  • President at Carter Financial Management
    C. C.
    President
    Mobile Phone
    Oct 23, 2024
  • Principal at Carter Financial Management
    J. L.
    Principal
    Mobile Phone
    Oct 23, 2024
  • Associate Financial Planner at Carter Financial Management
    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 and operates in the Financial Services industry. You can contact Carter Financial Management's 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 FLast@carterwealth.com. 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 29 employees as of September 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 September 2026, Carter Financial Management's key employees include:

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

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.