InvesTrust Wealth Management
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Shannon Carter, CFP®, IACCP®

Shannon CarterShannon joined InvesTrust Wealth Management in 2004. She serves as Senior Investment Analyst for the firm. In this role Shannon is responsible for conducting investment research, including monitoring overall performance, screening, evaluation and due diligence. Shannon works closely with the CIO in the evaluation of asset allocation models and client education.

Prior to joining InvesTrust, Shannon worked in banking and legal services.
She earned her Bachelor of Business Administration and an MBA from the University of Central Oklahoma.

Shannon is a CERTIFIED FINANCIAL PLANNER™ professional,  Investment Advisor Certified Compliance Professional (IACCP®) and a registered Series 65 Investment Advisor Representative.

Click here for more information regarding professional designation requirements.

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Participant Hotline: 800 716-3742

Contact Information

InvesTrust

5100 N. Classen Blvd.
Suite 620
Oklahoma City, OK 73118

T: 405.843.7177
F: 405.843.7835
E: investrust@investrust.com

Hours of Operation

Monday through Friday
8:00 am to 5:00 pm

InvesTrust is closed for the following holidays:

Monday, Jan 1 New Year’s Day
Monday, Feb 19 Washington’s Birthday
Monday, May 27 Memorial Day
Thursday, Jul 4 Independence Day
Monday, Sep 2 Labor Day
Monday, Oct 14 Columbus Day
Monday, Nov 11 Veterans Day
Thursday, Nov 28 Thanksgiving
Friday, Nov 29 Thanksgiving
Wednesday, Dec 25 Christmas


Cameron Enterprises

The content on this site is for informational purposes only and should not be considered advice. Additionally, it is important to keep in mind that all investments are subject to risk, including loss of principle. Risk is defined as fluctuation in returns from one period to the next and the potential for loss. A well diversified portfolio may help investors reduce the risk associated with investing. However, diversification does not insure protection against a loss in a declining market.

Circular 230 Disclosure: Please note that Treasury regulations effective June 20, 2005 impose extensive requirements for a formal tax opinion. Since this communication (including any attachments) is not such a formal tax opinion, we are required to advise you that it was not intended or written to be used, and it cannot be used (i) for the purpose of avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein. If you would like further information, please contact us.