Carter Financial Management Employee Directory

Q: What is Carter Financial Management known for?

Carter Financial Management was founded in 1976. Carter Financial Management operates in the Financial Services industry.

Q: How many employees does Carter Financial Management have currently?

Carter Financial Management has approximately 28 employees.

Financial ServicesTexas, United States11-50 Employees

Carter Financial Management is a multi-disciplinary financial organization serving the specialized planning and financial service needs of affluent individuals, families, business owners, professionals and executives, combining financial, tax, legal, business and philanthropic matters into a unified strategy.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.  Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC
Carter Financial Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. 

Investment advisory services offered through Carter Advisory Services, Inc. and Raymond James Financial Services Advisors, Inc. 

Raymond James does not provide advice on tax or legal matters. You should discuss these matters with the appropriate professional.

Find Carter Financial Management employees' phone numbers or email addresses

Carter Financial Management Global Highlights

North America
48

United States Of America
48

Carter Financial Management's Leadership

A. H.
Vice President And Financial Planner
Mobile Phone
Email
B. C.
President & Owner
Mobile Phone
Email
C. C.
President
Mobile Phone
Email
R. B. B.
Wealth Manager/Partner - Senior Vice President, Director Of Corporate Services
Mobile Phone
Email
G. C.
Managing Partner
Mobile Phone
Email
K. M.
Senior Vice President, Cfm / Financial Advisor, Rjfs
Mobile Phone
Email
B. B.
Senior Vice President
Mobile Phone
Email
S. S.
Sr. Vice President - Wealth Manager
Mobile Phone
Email

Contact profiles from Carter Financial Management

Name

Title

Contact Info

Location

Last Update

P. H.
Wealth Manager | Certified Financial Planner™
Mobile Phone
Email
United StatesTexas
Oct 19, 2025
J. C.
Engagement Manager
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
D. J. B.
Senior Registered Representative
Mobile Phone
Email
United StatesTexas
Oct 25, 2025
L. P.
Senior Associate Financial Planner
Mobile Phone
Email
United StatesTexas
Oct 17, 2025
J. L.
Principal
Mobile Phone
Email
Oct 23, 2024
A. W.
Office Administrator
Mobile Phone
Email
United StatesTexas
Oct 24, 2025
E. B. C.
Financial Advisor
Mobile Phone
Email
United StatesTexas
Oct 27, 2025
J. C.
Client Service Associate
Mobile Phone
Email
United StatesTexas
Sep 10, 2025
D. L. H. C.
Financial Planner
Mobile Phone
Email
United StatesTexas
Aug 12, 2025
J. B.
Financial Planner
Mobile Phone
Email
United StatesTexas
Oct 24, 2025

Frequently Asked Questions

What is Carter Financial Management known for?

Carter Financial Management was founded in 1976 operates in the Financial Services industry. The company's main headquarters is located in 12222 Merit Drive, Suite 1800; 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?

Carter 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?

Carter Financial Management has approximately 28 employees as of December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, Carter Financial Management's key employees include:

Vice President And Financial Planner: A. H.
President & Owner: B. C.
President: C. C.
Wealth Manager/Partner - Senior Vice President, Director Of Corporate Services: R. B. B.
Managing Partner: G. C.

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