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.

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