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The Founders
Ken and Donna Carter are still dancing together, after 50 years of marriage and 28 years of Financial Services at Carter & Carter.
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Carter & Carter Financial was founded in 1979 to service the growing community need for financial planning. At the time, "Financial Planning" was a relatively young and unheard of profession. In 1980, Ken and Donna opened their "Independent Financial Planning" business with a primary focus on increasing assets and lowering taxes. As their reputation for providing an excellent recipe of tax and investment services grew, the Carters were profiled as an independent financial planning team in two Loren Dutton books: "Your Book of Financial Planning" (1983), a consumer's guide a to better financial future, and "The Financial Planner: A New Profession" (1986).** Carter & Carter Financial incorporated in 1985 and associated with Raymond James Financial Services, our current broker dealer, in conjunction with the opening of the Eugene branch. Ken Carter still acts as chief economist for Carter & Carter, and Donna Carter is the company's "Good Will Ambassador." **Both of these books are currently out of print.
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Securities and investment advisory services are offered through Raymond James Financial Services, Inc., an independent broker/dealer and member of FINRA/SIPC. Securities are not FDIC-insured and are subject to risk, including the possible loss of principal.
This site is published for residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links to other sites from within this website are provided for information only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
*Tax Preparation and Accounting services are provided by Carter & Carter Financial, not as a service of Raymond James Financial Services, Inc.
Local Office:
We are available by appointment Monday through Friday from 8:30 am to 5:00 pm.
750 Good Pasture Island Road
Eugene, Oregon 97401
Telephone: 541.683.2900 • 800.338.4436
Fax: 541.343.7945
securities and investment advisory services are offered through:
Raymond James Financial Services, Inc.