Jonathan Meaney, Cfp®, Aif®
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Jonathan Meaney, Cfp®, Aif® Email & Phone Number

Wealth Manager and Financial Planner at Carter Financial Management
Location: Dallas, Texas, United States 3 work roles 1 school
1 work email found @cascfm.com 1 phone found area 214 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email j****@cascfm.com
Direct phone (214) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Carter Financial Management
Role
Wealth Manager and Financial Planner
Location
Dallas, Texas, United States
Company size
28 employees

Who is Jonathan Meaney, Cfp®, Aif®? Overview

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Quick answer

Jonathan Meaney, Cfp®, Aif® is listed as Wealth Manager and Financial Planner at Carter Financial Management, a with 28 employees, based in Dallas, Texas, United States. AeroLeads shows a work email signal at cascfm.com, phone signal with area code 214, and a matched LinkedIn profile for Jonathan Meaney, Cfp®, Aif®.

Jonathan Meaney, Cfp®, Aif® previously worked as Wealth Manager / Financial Planner at Carter Financial Management and Financial Advisor / Assistant Branch Manager / Credit Analyst at Southwest Securities. Jonathan Meaney, Cfp®, Aif® holds Bs, Business Administration from Louisiana Tech University.

Company email context

Email format at Carter Financial Management

This section adds company-level context without repeating Jonathan Meaney, Cfp®, Aif®'s masked contact details.

*@cascfm.com
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AeroLeads found 1 current-domain work email signal for Jonathan Meaney, Cfp®, Aif®. Compare company email patterns before reaching out.

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Profile bio

About Jonathan Meaney, Cfp®, Aif®

I help my clients organize their finances, articulate their financial goals, and formulate a plan to achieve those goals. Financial Planning involves addressing some key questions such as:- Are you saving enough?- Are your investments too conservative or aggressive? - Is your family protected from the unexpected? - How much can you afford to spend in retirement and not run out of money?- How do you want to be remembered? - What would happen to your family or business if you could no longer work?- What are you forgetting??

Listed skills include Strategic Financial Planning, Investments, Securities, Retirement Planning, and 18 others.

Current workplace

Jonathan Meaney, Cfp®, Aif®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Carter Financial Management
Carter Financial Management
Wealth Manager and Financial Planner
Dallas, TX, US
Website
cascfm.com
Employees
28
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Company profile
View company profile Email format
3 roles

Jonathan Meaney, Cfp®, Aif® work experience

A career timeline built from the work history available for this profile.

Wealth Manager / Financial Planner

Current
Carter Financial Management

12222 Merit Drive, Suite 1800, Dallas, Tx 75251 -- (214)363-4200

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.

May 2006 - Present

Financial Advisor / Assistant Branch Manager / Credit Analyst

Southwest Securities

Regional broker / dealer headquartered in Dallas, TX.

Jan 2001 - May 2006
Team & coworkers

Colleagues at Carter Financial Management

Other employees you can reach at cascfm.com. View company contacts for 28 employees →

KM Kathy Muldoon, Cfp® Kathy Muldoon, Cfp® Colleague at Carter Financial ManagementDallas, Texas, United States View → JT J. Tyler Russell, Cfp®, Ricp® J. Tyler Russell, Cfp®, Ricp® Colleague at Carter Financial ManagementDallas, Texas, United States View → ST Shannon Tuggle Shannon Tuggle Colleague at Carter Financial ManagementIrving, Texas, United States View → BC Bill Carter, Cfp®, Clu®, Chfc® Bill Carter, Cfp®, Clu®, Chfc® Colleague at Carter Financial ManagementDallas, Texas, United States View → LP Lori Peters, Cfp® Lori Peters, Cfp® Colleague at Carter Financial ManagementDallas, Texas, United States View → SG Sue Grissett Sue Grissett Colleague at Carter Financial ManagementDallas, Texas, United States View → ZS Zackary Smutzer Zackary Smutzer Colleague at Carter Financial ManagementDallas-Fort Worth Metroplex, United States View → EB Ellenore Baker Cfp® Ellenore Baker Cfp® Colleague at Carter Financial ManagementDallas, Texas, United States View → R( Robert (Bob) Berg, Cfp® Robert (Bob) Berg, Cfp® Colleague at Carter Financial ManagementDallas, Texas, United States View → DL Deborah L. Hickey Cfp® Deborah L. Hickey Cfp® Colleague at Carter Financial ManagementDallas, Texas, United States View →
1 education record

Jonathan Meaney, Cfp®, Aif® education

FAQ

Frequently asked questions about Jonathan Meaney, Cfp®, Aif®

Quick answers generated from the profile data available on this page.

What company does Jonathan Meaney, Cfp®, Aif® work for?

Jonathan Meaney, Cfp®, Aif® works for Carter Financial Management.

What is Jonathan Meaney, Cfp®, Aif®'s role at Carter Financial Management?

Jonathan Meaney, Cfp®, Aif® is listed as Wealth Manager and Financial Planner at Carter Financial Management.

What is Jonathan Meaney, Cfp®, Aif®'s email address?

AeroLeads has found 1 work email signal at @cascfm.com for Jonathan Meaney, Cfp®, Aif® at Carter Financial Management.

What is Jonathan Meaney, Cfp®, Aif®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 214 for Jonathan Meaney, Cfp®, Aif® at Carter Financial Management.

Where is Jonathan Meaney, Cfp®, Aif® based?

Jonathan Meaney, Cfp®, Aif® is based in Dallas, Texas, United States while working with Carter Financial Management.

What companies has Jonathan Meaney, Cfp®, Aif® worked for?

Jonathan Meaney, Cfp®, Aif® has worked for Carter Financial Management and Southwest Securities.

Who are Jonathan Meaney, Cfp®, Aif®'s colleagues at Carter Financial Management?

Jonathan Meaney, Cfp®, Aif®'s colleagues at Carter Financial Management include Kathy Muldoon, Cfp®, J. Tyler Russell, Cfp®, Ricp®, Shannon Tuggle, Bill Carter, Cfp®, Clu®, Chfc®, and Lori Peters, Cfp®.

How can I contact Jonathan Meaney, Cfp®, Aif®?

You can use AeroLeads to view verified contact signals for Jonathan Meaney, Cfp®, Aif® at Carter Financial Management, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Meaney, Cfp®, Aif® attend?

Jonathan Meaney, Cfp®, Aif® holds Bs, Business Administration from Louisiana Tech University.

What skills is Jonathan Meaney, Cfp®, Aif® known for?

Jonathan Meaney, Cfp®, Aif® is listed with skills including Strategic Financial Planning, Investments, Securities, Retirement Planning, Finance, Financial Planning, Wealth Management, and Investment Advisory.

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