Teresa K. Shawver, FPQP™
Manager of Advisory Service Standards
As manager of Advisory Service Standards, Teresa is responsible for the development, implementation and oversight of standard practices of client care across all regional offices. She also plays an integral co-leadership role with our advisory team, contributing to workshops, offering one-on-one coaching and collaborating with regional directors and service line managers to ensure exceptional client service.
Licensing and Education
- FINRA Series 65
- · Financial Paraplanner Qualified Professional (FPQP™)
Accomplishments and Honors
Teresa has attended various professional development programs, including the Global Leadership Summit, the Magellan Master Executive Program, the Canon Financial Institute, Northwestern Trust School and the American Institute of Banking.
Teresa and her daughter are very active in their church and take pride in leading various stewardship and volunteer activities that benefit the local community.
Expect to Leave Invigorated.
Every conversation with McKinley Carter is an energizing experience, an opportunity to take your financial instincts and confidence to the next level—starting with the very first one.