He is also responsible for directing Capital Markets related activities for sourcing financing as well as third party equity when required to facilitate the acquisition process. He was inducted into the Texas A&M University Cadet Hall of Honor in 2009 and was named Texas A&M University College of . What does this mean? What does this mean and why is it important? Ms. Robinson received a bachelors degree in Real Estate and Urban Development from Georgia State University in Atlanta, Georgia. This extensive network of independent brokers throughout the region contributed to the successful procurement of over 140 new lease transactions filling 337M square feet and generating over $4M in annual revenue. Firm's/Financial Professional's investor.com profile pages may contain certain limited information directly provided to investor.com by the Firm/Financial Professional including, by way of example only, the Personal Bio, Certifications, and/or Investment Philosophy portions of the profile page. In addition to building his company into a financial planning thought leader, Bill has been instrumental in defining the practice and national professional standards of personal financial planning. Cartwright Moran Group Karen George serves as Senior Vice President, Internal Sales Director for Carter Multifamily, primarily responsible for managing and expanding relationships with current selling group members, and developing sales operations. Carter executives would love to meet you! My primary responsibilities include; Translating the . Financial Planning. What does this mean? Selling groups included FSC Securities, Commonwealth Financial, Cambridge, Bank of America, Ameriprise, VSR, Investors Capital, Geneos, IFG, Next Financial, Queststar Capital, Capital Investments, United Planners, First Allied, Berthel Fisher, Kalos, among others. She currently maintains FINRA Series 6, 7, 63, and 65 licenses. United States. Carter Financial currently serves clients in the following states: CA, TX. Questions to ask Customer Reviews are not used in the calculation of BBB Rating, Need to file a complaint? Mr. Hines also completed 24 years with the United States Air Force and USAF Reserve. Few wealth management firms can claim the wisdom and perspective that comes from weathering more than 40 years of booms, busts, bulls, and bears and fewer still possess the vision and fiduciary commitment to flourish through it all. Carter Financial, registered in 2019, serves 2 state (s) with a licensed staff of 3 advisors. Leveroni Financial Management (Mutual Service Corporation) Braintree, Mass. Kathy Muldoon has been working as a Senior Vice President at Carter Financial Management for 44 years. Firm or a related person recommends the purchase of securities where the firm or a related person serves as an underwriter or general or managing partner. While partners may pay to provide offers or be featured, e.g. Zac Beckerley. Prior to joining Newport Partners LLC in July 1996, Ms. Drummond worked with JPI Multifamily for two years and Anterra Realty Corporation for five years, both of which are multifamily real estate companies located in Dallas, Texas. Mr. Levit has a bachelors degree in economics and finance from the University of Illinois at Urbana-Champaign and is a FINRA licensed Series 7 and 66 registered representative. Therefore, a response to a request for information may be delayed. Will any of my assets be invested in those products? Mr. Hines maintains the Accredited Investment Fiduciary (AIF) and Certified Plan Fiduciary Advisor (CPFA) designations as well as FINRA Series 65, 6, 22, and 63 licenses. No. How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? She has a bachelors degree in information systems from National University in San Diego. From September 2007 through August 2016, Mr. Guard was Chief Financial Officer with Tower Cloud, Inc. prior to its merger with Uniti Fiber. Ray L. Hutchinson serves as Chief Investment Officer of Carter Funds, President of Allegiant-Carter Management, and is a member of the Investment Committee of Carter Multifamily Growth & Income Advisors, LLC. What does this mean? Ms. Lim was also a virtual service consultant for LPL Financial from 2018 to 2019 and a client service analyst for Artivest from 2017 to 2018. During that time, she positioned the company for growth that led to one of the largest acquisitions in the companys history ($150.0 million). His region was consistently one of the top sales regions in the company, and he was awarded the AVP of the Year in 2017. Few wealth management firms can claim the wisdom and perspective that comes from weathering more than 40 years of booms, busts, bulls, and bears - and fewer still possess the vision and fiduciary commitment to flourish through it all. Please see our General Disclaimers for more information. We formed Carter Financial Group, Inc. to be a lifetime ally to individuals and families along their financial journeys. While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. In his position as Chief Operating Officer with SHS and its family of companies, he was responsible for overseeing all corporate operations while sourcing debt and equity for the companies new product development, product repositioning, acquisition and development. Contact our office for information and availability. Blake Levit joins the company as vice president and internal sales director. No matter where you are today in your wealth management, we believe that you can make strategic decisions to create the life you envision. He has served as Chairman of the Certified Financial Planner Board of Standards (CFPB), the International Association of Financial Planning (IAFP), and the Foundation for Financial Planning (FFP). For the most up-to-date information, please view the applicable SEC and FINRA reports above. Mike Khouw lays out a warning on SVB options. What does this mean? Questions to ask A diversified real estate investment trust that, through its subsidiaries, owns a portfolio of multifamily, office and retail properties. What do you think? BBB Business Profiles may not be reproduced for sales or promotional purposes. *SEC data last verified March 14, 2022. Unlike HTTPS connections, HTTP connections are not encrypted. Within the Capital Markets Platform, JLL services a debt portfolio of $18.15B and originates over $5B annually in Multifamily Agency Debt as a Fannie Mae DUS, Freddie Mac Seller/Servicer and FHA Map approved lender, annually. Bill earned a Bachelor of Science in Agricultural Economics from Texas A&M University, where he was student body president and a distinguished military graduate. Side-by-side management can create an incentive for the advisor to favor the larger funds, potentially leading to unequal trading costs and unfavorable trade executions for their clients. Christopher Hines has been named senior vice president of Carter Funds Northeast region, overseeing and identifying business growth and opportunity areas in the eastern coastal states. Prior to joining our advisor, Mr. Guard was Senior Vice President, Finance, of Uniti Fiber LLC from September 2016 through November 2017 where he led the accounting, finance and contracts administration teams. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Carter Financial Management. CMF will strive to acquire under managed, established, income-producing multifamily housing properties in high-growth markets throughout the U.S. that offer value-add enhancement opportunities and will meet the demands of Middle-Market America (MMA). Our goal is to be a caring partner advising you with thorough planning and support across different life stages. Leo J. Peters IV, is a Senior Vice President for Carter Multifamily, and is responsible for raising capital in the institutional and retail investment space in the Central South United States region. You should discuss any tax or legal advice with the appropriate professional. Ginnie Baker Beaird Harris | 972-503-1040. Many individuals confuse financial planning with general savings and. Raymond James is not responsible for the content of any website or the collection or use of information regarding any websites users, and/or members. As a consumer advocacy project, investor.com does not charge any licensing fees for earned state accolade badges. He previously worked at Northstar Securities and Independence Realty Securities, LLC from 2009 to 2017 and also served as first vice president with Inland Securities Corp. from 2004 to 2009. 858-678-0579 Raymond James Electronic Communications Disclaimer, 12222 Merit Drive, Suite1800 Prior to joining ExchangeRight Real Estate, he served as Regional Vice President at Preferred Capital Securities and held asset management and sales roles at other established firms, including AllianceBernstein, Prudential Financial, and Pacific Life. His focus encompassed over 253 assets containing 15.4 MM square feet situated in a 12 state region with major office towers in MSAs such as: St. Louis, Chicago, Charlotte, Asheville, Winston-Salem, Kansas City, Charleston, Atlanta, Jacksonville, Orlando and Miami. Prior to joining Skyway, Mr. Shea held the title of National Accounts Manager with Megatel Capital Investment where he was responsible for supporting and expanding the companys broker-dealer network on a national level. Report this . In such capacity, Ms. Drummonds responsibility and focus was on all aspects of asset management, financial analysis, and acquisition and financing, including overseeing the due diligence work and support for acquisition and disposition transactions. How does your firm mitigate them? As a result, we do not support personal reviews on the site. What conflicts do I need to be made aware of? Why doesnt your firm use a secure website? Does your firm offer mutual funds that have 12b-1 fees? Mr. Bullock graduated from the Marriott School of Management, Brigham Young University, where he received his Bachelor of Business Administration with an emphasis in Financial Services. Thats because we understand no two individuals or families share precisely the same circumstances, personalities, needs, and goals. Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. Please note that not all of the investments and services mentioned are available in every state. Checks take place monthly. It's Never Too Late to Save for Retirement, Account Access - Carter Financial Group Advizr. Others seek to transform an inheritance into multigenerational wealth or fund their grandchildrens education. A commercial real estate investment company sponsoring non-traded REITs with portfolios totaling more than $3.8 billion in aggregate contract purchase price. Planning for the future shouldnt rob you of the present and with the right team behind you, it doesnt have to. Dallas, TX 75251 Mr. Carter was a founding board member of Gulfshore Bank where he served on the board and on the loan and audit committees from August 2007 until the bank sold to Seacoast Bank in April 2017. E | kevin@carterfinancialgroup.com, Schedule an appointment with Kevin Carterhttps://calendly.com/kevincarter, 222 S Cook St. He has also served on the boards of Aggie organizations including A&Ms Private Enterprise Research Center, The Press Advancement Board, the Presidents Council Executive Committee, and the 12th Man Foundation. Former US President Jimmy Carter doesn't have anything to do with Carter Financial Management, but Carter Financial Management has a lot to do with dead presidents (if not live ones). David Nethery Merrill Lynch Wealth Management . Carter, and his wife, Fran, have established a $5 million planned gift, to support the program in the College of Agriculture and Life Sciences. McGowan Group Asset Management, Inc. McGowan Group Asset Management, Inc was founded in 2001 as a federally registered investment advisory firm and today manages over six hundred million in financial assets for individuals and businesses in . Before joining Carter Funds, Mr. Hines worked as director of retirement plan services from 2019 to 2022 with HUB International, as vice president of business development for Waveland Capital Group from 2014 to 2018, and as business development manager for Ridgewood Companies from 2006 to 2014. Raymond James is not responsible for the content of any website or the collection or use of information regarding any websites users, and/or members. Phone: 813.281.1023 12222 Merit Dr Ste 1800, Dallas, Texas, 75251, United States. The SEC or CFTC has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. How We Did It: D Magazine asked every wealth management firm and team in the Dallas-Fort Worth chapters of the Financial Planning Association and the Investment Management Consultants . Over its lifespan, Carter Validus REIT I sold $1 billion in assets at a 30% profit, and in 2019, merged into REIT II to form a single $3.2 billion REIT. Please note that not all of the investments and services mentioned are available in every state. Disclaimer: It is our organization's primary mission to provide reviews, commentary, and analysis that are unbiased and objective. The Carter team has selected Sarah Noor Alam to receive the 2022 Carter Financial Manag Mortality is not a subject we like to spend time contemplating. 214-363-4200 She has also worked in various leadership capacities at Commonwealth Financial Network and AIG Broker Dealers (now Advisor Group). Colin joined DTN in 2001, starting out as the director of student housing for more . Merit Financial Advisors. The Texas A&M financial planning program got its start thanks to Bill Carter '69 of Carter Financial Management. In 2003, Mr. Evans was named Senior Vice President of the Eastern Division of Bank of America Capital Management where he developed sales strategies and managed wholesalers and selling groups, including Merrill Lynch, Wells Fargo, UB, LPL, Raymond James, FSC, AIG, Royal Alliance, Sun America, Wachovia, A.G. Edwards, Commonwealth, Investors, Capital, Cambridge, PacWest, VSR, IFG, First Allied, and JP Turner, among others. In total, Carter Financial manages $239.1 million in assets. In this role, Ms. Sekosky Smith will oversee relationships with strategic partners that play an integral role in our sales operations and investor relations functions. Does your firm perform side-by-side management? Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. Mr. Shea graduated from Saint Michaels College with a Bachelor of Science in Business Administration. 80. In the past 10 years, a domestic or foreign court has issued an injunction against the firm or an advisory affiliate in connection with an investment-related activity. What does this mean? Sep 2008 - Present14 years 4 months. Mr. Carter also serves as Executive Chairman of Carter Exchange, a DST (Multi-Investor 1031) Sponsor. What does this mean and why is it important? Gary Ahr, ChFC . Cynthia M. Pfeifer serves as our Chief Executive Officer and as a member of the Investment Committee of our advisor. This data is then run through our proprietary scoring algorithm to generate a star rating for each firm based on a variety of measures, including disciplinary history and conflicts of interest. Carter Smith may also provide advisory services in other states under an applicable state exemption from registration or notice filing. Raymond James Financial Services, Inc., Dallas, 972-441-4554 Calandro Group Merrill Lynch, Dallas, 214-969-2324. Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. As your financial partner, we're here to help you make sound decisions that remove gaps, strengthen finances, and foster prosperity. Noble Nash Credit Suisse Private Banking . He also has extensive redevelopment experience having managed core and value-add portfolios with annual construction and redevelopment budgets of $35 million to $40 million. Carter Financial Management. Firm or a related person trades securities for themselves that they also recommend to their clients. Since 2002, Mr. Gray has structured and executed transactions in excess of $9.75 Billion. In 2000, he merged Newport into Carter & Associates where he served as Vice Chairman and Principal for 17 years prior to retiring in 2017. You should discuss any tax or legal advice with the appropriate professional. She developed and implemented strategies to position the company to take advantage of market and business conditions in a highly competitive and rapidly changing industry. Daffan Nettle J.P. Morgan . Company Description: Former US President Jimmy Carter doesn't have anything to do with Carter Financial Management, but Carter Financial Management has a lot to do with dead presidents (if not live ones). We value each person we support and strive to help you find financial clarity, stability, and confidence. John E. Carter is an industry veteran with more than 38 years of real estate experience in all aspects of acquisitions, financing, disposition, leasing and management. He has nearly a decade of experience within the financial services industry having previously worked at Triton Pacific Securities as Associate Vice President of the Midwest and Central region areas. Dallas, TX 75251-3296. SHS and its predecessors and principals actively developed and principled over $400.0 million in real estate transactions throughout the southeastern United States, including over 11,000 student housing beds, of which approximately half were repositioned and 500,000 square feet of retail. Executive Chairman of Carter exchange, a DST ( Multi-Investor 1031 ) Sponsor Hines also completed years... Or a related person trades securities for themselves that they also recommend to their clients, Need file. As a consumer advocacy project, investor.com does not charge any licensing fees for earned state accolade.... A result, we do not support personal reviews on the site degree... 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