Dee Carter, CLU, ChFC, RFC, CSA
Dee K. Carter, President of Carter Financial Group, received his BA and MA from Abilene Christian University. He also received two designations from the American College: the CLU and ChFC designation. He has been a Registered Financial Consultant since 2007.
Dee started his career in the Financial Services Industry in 1971, in Arlington, Texas. He has served as a Representative for two major insurance companies prior to establishing the Carter Financial Group in 2000. Carter Financial Group’s primary market is retirees or those who are nearing or planning for retirement. He is an income specialist and a franchisee of The Retirement Income Source since its inception. He is a past President of the National Association of Insurance and Financial Advisors – Texas, having received their highest honor, the Lifetime Achievement Award in 2012. In 2021, Dee was recognized as the Advisor of the Year with the Advisors’ Academy with which he has been associated since 2012.
Dee is the author of the bestselling book, “It’s Now Or Never,” or How To Enjoy Your Life And Not Let Your Investments Own You. Dee is active in his Church, serving as a Sunday School teacher and worship leader. Married to Susan for 46 years, he has four children and three grandchildren. Dee’s hobbies include reading, providing entertainment as a 50’s and 60’s rock and roll tribute artist and conducting free educational seminars for retirees. He has a weekly radio show on KWEL 107.1 FM on Mondays at 8 a.m.