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THE CARTER TEAM
Click on the links below to meet our
team:
Bill
E. Carter, CFP®, CLU, ChFC, President
| Kathy
Muldoon,CFP® |
Jonathan
Meaney, CFP® |
| Robert
H. Berg,CFP® |
Sue
Spellman, CFP® |
| Tom
McIntire,CFP®, CLU, CFA |
Jayne
Grimes, CFP®,
AEP |
| Patty
Hammond,CFP® |
Tara L. Scottino, CFP® |
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Dallas
Office Staff
Houston
Office
Carter
Advisory Services
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Financial
Planning Services through Carter Advisory Services, Inc.
Registered Investment Advisor
Securities and Investment
Advisory Services offered through
Raymond James Financial Services, Inc. Member
FINRA/SIPC.
© 2007 Carter Financial Management All Rights
Reserved
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