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Photo of Teresa K. Shawver, FPQP™

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™)
  • Cybersecurity for Financial Planners Certificate

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. She successfully completed the Cybersecurity for Financial Planners certificate program offered by the Financial Planning Association® (FPA®) in March 2021.

Community Involvement

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.

Teresa’s Articles
Portrait of a young woman with clothes donation

How to ‘Give with Purpose’

When thinking about charitable giving, we tend to focus on financial donations. But remember, there are plenty of other ways to "give with purpose."

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Happy mother holding recycling case on a sunny day

Volunteerism: The Journey from 'Life Consumer' to 'Community Contributor'

What are the self-imposed roadblocks that prevent you from volunteering? Learn how to overcome them so you can make a real difference in your community.

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Lively business people with thumbs up in the office

Why Happy Employees Lead to Happy Customers

At MCWS, we proudly invest in providing a workplace where employees WANT to be. Learn more about how we turn that passion into excellence in client care.

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A women smiling in an office, meeting with a client.

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.

Reach out for a consultation.