Jonathan Meaney
Sr. Vice President / Wealth Manager / Financial Planner at Carter Financial Management
- Role
- Wealth Manager Financial Planner at Carter Financial Management
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Jonathan Meaney
I help my clients organize their finances, articulate their financial goals, and…
Experience
Wealth Manager Financial Planner
May 2006 — Present
Securities offered through Raymond James Financial Services, Inc, Member FINRA/SIPC For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Investment advisory services offered through Carter Advisory Services, Inc. and Raymond James Financial Services Advisors, Inc. Carter Financial Management and Carter Advisory Services are not registered broker/dealers and are independent of Raymond James Financial Services. Certified Financial Planner Board of Standards owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER ™ and CFP® in the U.S.
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