Print Page   |   Contact Us   |   Sign In   |   Register
Community Search
Members in the Media
Share |

DFW Community Resource Guide


About the Profession

Financial planning is the process of wisely managing one’s finances to achieve certain goals and dreams, while at the same time helping negotiate the financial barriers that inevitably arise in every stage of life. The financial planning profession exists to help people make those financial decisions and achieve their life goals.

CONSUMERS - How a Financial Planner Can Help You

FPA DFW Planners In the Media

If you are a FPA member who has recently be recognized in the media/news please let us know. Send a hyperlink to the article (preferred method), or a PDF of the article via email to Melisa Hall at and we will gladly add it to this section of the website. This is a free benefit to FPA members and a great way to be recognized by the chapter and your fellow FPA members.










  • Congratulations to FPA member firms, Tolleson Wealth Management and True North Advisors for being named by #Investmentnews as one of the top places to work in 2018. 













  • The following articles are part of a series of stories ahead of the October 5, 2017 financial planning hotline organized by the Dallas Morning News and the Financial Planning Association of Dallas/Fort Worth.  This year we partnered with KXAS-TV (NBC 5) and its sister station, Telemundo 39, and our Spanish-language newspaper, Al Dia.



























College Math: 12 Tactics to Get the Financial Aid Flowing - January 12, 2015

Financial Planning Association ® (FPA®) of Dallas/Fort Worth



FPA Member Press Releases

Carter Financial Management in Dallas names JoAnne B. Galbraith as president of Carter Advisory Services

DALLAS—Jan. 6, 2015—Carter Financial Management (CFM) in Dallas named JoAnne B. Galbraith as president of Carter Advisory Services, a complementary business unit of CFM, which delivers financial planning services for individuals and companies. Galbraith is a 40-year veteran of the profession and a key member of CFM since 1993.  "JoAnne is incredibly adept as a financial planning professional who provides depth and excellence for our clients,” said Bill Carter, founder and president of CFM and chief executive officer of Carter Advisory Services. “She is integral to the design and integration of our clients’ multi-disciplinary plans while managing a team of financial planners and employees.”

Galbraith, a Certified Financial Planner®, offers more than 40 years of experience in financial planning, banking and public accounting.  She joined Carter Advisory Services (CAS) in 1993 after a successful career at Ernst & Young and Bank of America. She earned a bachelor’s of science in business administration, majoring in accounting, from the University of Dayton. She also earned a master’s degree in management and administrative sciences with a concentration in finance from the University of Texas at Dallas. Interestingly, she also holds a master’s degree in acupuncture and oriental medicine, is a licensed acupuncturist, herbalist and doctor of oriental medicine.

About Carter Financial Management Inc.

Carter Financial Management’s professional staff members are well-versed ithe most innovativecutting-edge practices for accumulating, managing, preserving andistributing wealth. Their full spectrum of services is tailored to create a personalized, optimum strategy addressing all aspects of an individual’s financial affairs. Its advisers’ relationship with Raymond James Financial Services allows the firm to provide the personalized service of a small boutique, coupled with the vast resources of a global firm. For more information, visit or call 214-363-4200. For media inquiries, call Roy Miller at 903-422-5117, or e-mail him at


Carter Financial Management is located 12222 Merit Drive, Suite 1800, Dallas, Texas 75251. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Raymond James does not offer tax advice.



Association Management Software Powered by YourMembership  ::  Legal