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Teresa Shawver, FPQP™
Teresa K. Shawver is Manager of Advisory Service Standards and also serves as Assistant to the Director of Advisory Services for McKinley Carter Wealth Services.
She began her career in the financial services industry 20 years ago. Teresa started her career in the trust administration and investments at Chase Bank (then Charleston National Bank), which ultimately led to her long-time career with Kanawha Investment & Trust Company as the Chief of Operations. When KI&T merged with McKinley Investment Group to form McKinley Carter, Teresa served as the Assistant Director of Operations until 2009, when decided to take a couple years off to spend time with her young daughter.
In April 2011, Teresa rejoined the Firm and works directly with the Director of Advisory Services to design, coordinate, and implement standard practices among the Advisory Team. In addition, Teresa leads a team of Client Coordinators, who are an integral part of advisory service.
Teresa attended American Institute of Banking, Ohio Trust School, Cannon Financial Institute, and WV State College. Most recently, she completed the College for Financial Planning’s Financial Paraplanner Qualified Professional™ designation program.
McKinley Carter Wealth Services is an SEC registered independent wealth management firm that provides Wealth Management and Trust Services, Group Retirement Plan Services, and Nonprofit Advisory Services.