06/01/2026
Bill Carter Recognized on Forbes Best-in-State Wealth Advisors List for 2026
As Bill transitions into a new chapter with Carter Financial Management, this recognition provides an opportunity to reflect on a career spanning more than five decades—one defined by trusted relationships, dedicated service, and a genuine commitment to helping others.
Bill is grateful for the clients, colleagues, and friends who have been part of this journey. Their trust and support have made honors like this possible and have shaped a truly rewarding career.
Please join us in congratulating Bill on this well-deserved recognition and the legacy it represents.
The Forbes Best-in-State Wealth Advisors 2026 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 52,043 nominations, roughly 11,302 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.
