carter financial management

Contact our office for information and availability. Firm or related person receives soft-dollar benefits in connection with client securities transactions. ARA, A Newmark Company (f/k/a Apartment Realty Advisors), Carter/Validus REIT Investment Management Company, LLC, Chief Executive Officer, Carter Multifamily, Executive Vice President, National Sales Director, Senior Vice President, Central South Region, SVP, National Sales Director of RIA & FO Sales, Senior Vice President, Internal Sales Director, Senior Vice President, Central North Region, Vice President, Internal Sales Director RIA & FO Sales, With our leadership teams combined operational experience and track record of assembling multifamily portfolios totaling more than. Our system has identified the following conflict alerts. Questions to ask Firms having met these requirements may further elect to participate in the investor.com Certification program for an annual fee paid to investor.com. Mr. Sauls received his bachelors degree in Accounting from Florida State University in Tallahassee, Florida in 1994. Investment advisory services offered through Carter Advisory Services and Raymond James Financial Services Advisors, Inc. Carter Financial Management and Carter Advisory Services are not registered broker/dealers and are independent of Raymind James Financial Services, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. What does this mean? How do these benefits affect the firms selection of a broker-dealer partner? This could be detrimental to a client during down markets. Prior to Colonial Properties Trust, Mr. Hutchinson served as Senior Vice-President of Charlotte, North Carolina-based Summit Properties REIT from 1992 to 2004, where he led a City Team that consisted of operations, acquisitions and development activities on a portfolio exceeding 10,000 apartment homes. Carter Financial Management is part of the Finance industry, and located in Texas, United States. Prior to joining Carter Funds in 2021, he worked as Regional Vice President for Howard Capital Management selling ETFs, Mutual Funds, SMAs and SDBAs in the West Coast Territory. She has a diverse and extensive background in all aspects of commercial and multifamily corporate operations, marketing, branding, budgeting, recruiting, training, and teambuilding. Get Directions. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. 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). 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). What does this mean? Carter, and his wife, Fran, have established a $5 million planned gift, to support the program in the College of Agriculture and Life Sciences. Mr. Babcock graduated cum laude with a bachelors degree in international management and Japanese studies from Gustavus Adolphus College in St. Peter, Minnesota. Carter Financial manages $239.1 million and provides investment advisory services for 188 clients (1:63 advisor/client ratio). He currently maintains FINRA Series, 6, 22, and 63 licenses. No investment strategy can guarantee a profit or protect against loss in . Our system found no disciplinary alerts. Terms of Use | Disclaimers | Privacy Policy. Zac Beckerley. Previously, she served as the Chief Operating Officer and Secretary of Carter Validus Mission Critical REIT II, Inc. and of Carter Validus Advisors II, LLC. Contact. Only 20 percent of financial advisors nationwide have satisfied the rigorous requirements to become a Certified Financial Planner. During his tenure Mr. Gray oversaw the funding and renovation of 6,065 multifamily units with a total capitalization in excess of $450M and average renovation cost per unit of over $22,000. Prior to joining Carter Funds, Mr. Gray most recently served as Senior Vice President of Capital Markets-Finance with Jones Lang LaSalle (JLL) working with the Multifamily Agency platform. Since joining Carter Funds, Mr. Gray has contributed to the growth of the platform by facilitating the acquisition and financing of $2B of multifamily assets. In the past ten years, firm or an advisory affiliate has been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a felony. Carter Financial, registered in 2019, serves 2 state(s) with a licensed staff of 3 advisors. Bill and his wife, Fran, split their time between Dallas, College Station and the family homestead in Decatur, Texas. Joel C. Berg Carter Financial Management |214-363-4200. Please contact the firm for further information. 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. Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. Ms. Pfeifer served as President and Chief Operating Officer at Lane Co. from October 2009 to October 2011 where she stabilized and repositioned the company during a recession while debt and equity renegotiations were occurring on a $1.0+ billion portfolio. Since 2002, Mr. Gray has structured and executed transactions in excess of $9.75 Billion. Mr. Shea obtained 20-25 key selling agreements with firms such as Crown Financial, Strategic Financial Alliance, Arkadios, IPI, Lifemark, IAI, and others. Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. Visit Site, Is this your firm? Firm performs side-by-side management with accounts that have differing fee structures. He also brings many years of management, marketing, and brokerage experience. Each month, investor.com helps thousands of Americans answer the question, "Can I trust you?". Carter Financial Management is a Asset Manager located in Dallas, TX United States, North America. Skilled in Risk Management, Financial Analysis, Banking, and Credit Analysis. Financial Planning. Mr. Guard has 30 years of experience in accounting and financial reporting, corporate finance, capital markets, and capital planning. Once your personal financial plan is in place, your advisor manages your portfolio to help you reach those goals. LA Jolla, CA 92037. During his tenure at AFR, Mr. Gray successfully executed disposition transactions for over 2M square feet generating over $151M of sales revenue. Please note that not all of the investments and services mentioned are available in every state. Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. Mr. Guard started his career with Price Waterhouse in St. Louis spending four years there, then spent five years in banking and consulting positions. Thomas W. Guard serves as the Chief Financial Officer and is a member of the Investment Committee of our advisor. Finance management is the strategic planning and managing of an individual or organization's finances to better align their financial status to their goals and objectives. Carter Financial Review. While at Tower Cloud, he was responsible for all aspects of the companys financial areas including capital and financial planning, accounting operations, financial reporting, treasury and all administrative and human resources functions. Ginnie Baker Beaird Harris | 972-503-1040. 972-383-0506. Does your firm, or anyone associated with the firm, practice as a law firm? Questions to ask Mr. Hutchinson held key executive level positions from 2004 to 2010 with Birmingham, Alabama-based Colonial Properties Trust REIT a Sunbelt REIT with over 45,000 units and $3.5 billion in value. 4890 W. Kennedy Boulevard, Suite 200, Tampa, FL 33609 Visit Website. Furthermore, our content and research teams do not participate in any advertising planning nor are they permitted access to advertising campaign data. Raymond James Electronic Communications Disclaimer, 12222 Merit Drive, Suite1800 Bill Shea serves as Vice President of National Accounts for Carter Multifamily, bringing over 25 years of experience in broker-dealer relationship management, Reg D offerings, private equity, alternative investments, and other financial products. What conflicts do I need to be made aware of? It's Never Too Late to Save for Retirement, Account Access - Carter Financial Group Advizr. 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. Email:ContactUs@carterfunds.com, The value of U.S. multifamily buildings by 2022, new apartment units needed by 2030 to meet demand. Dallas, TX 75251 compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). He oversees operations, marketing, facilities and works on all new developments and acquisitions. Financial advisors help you achieve your life goals, such as saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). 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. 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. 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. Qualified participating firms must abide by investor.com Certification program's terms and conditions when utilizing an awarded "Trusted by investor.com" badge, as well as in connection with permitted enhancements to the firm's investor.com profile page. From 2005-2016, Mr. Shea was National Account Manager for Ridgewood Companies where he managed all aspects of relationships with broker-dealer partners within the independent broker dealer channel. A diversified real estate investment trust that, through its subsidiaries, owns a portfolio of multifamily, office and retail properties. This situation may lead the firm or a related person to recommend proprietary investments and products that could generate larger commissions than other similar non-proprietary products. 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