Gilianne "Gili" Carter is the Director of Business Development at Legacy Oak Financial, bringing more than 25 years of leadership experience across Texas—along with over a decade of high-level government affairs work in Washington, DC. She is widely recognized for building strategic partnerships, advising executives, and driving growth initiatives that strengthen financial institutions and expand opportunities for businesses and families.

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Before joining Legacy Oak Financial, Gili served as Executive Director for the Texas Credit Union Association, representing 420 credit unions and more than ten million Texans. She led statewide legislative strategy for multiple Texas Legislative Sessions, protected the independence of the Texas Credit Union Department, and advanced key financial services priorities through strong collaboration with lawmakers, regulators, and industry leaders. Her work addressing issues such as taxation, consumer protection, payments, and regulatory modernization gives her deep insight into the financial landscape that directly informs her business development approach today.

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With a career deeply rooted in Texas—including leadership roles at Pedernales Electric Cooperative and the founding of her own consulting firm—Gilianne also brings a national perspective from her extensive work in Washington, DC, where she represented Fortune 500 companies, trade associations, and regulated industries before Congress and federal agencies. This unique combination of Texas relationships and federal experience enables her to understand the evolving needs of business owners, professionals, and families seeking sophisticated financial guidance.

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At Legacy Oak Financial, Gili leads strategic business development initiatives focused on expanding partnerships, elevating community engagement, and supporting the firm’s long-term growth across Texas. She is committed to connecting individuals and businesses with trusted wealth management expertise and ensuring clients feel supported and empowered in their financial planning journey.