Carson Shepherd

Carson Shepherd
Financial Consultant Truist Investment Services, Inc.

4460 Six Forks Rd

2nd Floor,

Raleigh, NC 27609

carson.shepherd@truist.com

Phone 919-716-9505

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About me

Background

Carson Shepherd started at Truist as a Wealth Analyst in July of 2023, playing a key role in supporting various teams across Truist Wealth. As a Financial Consultant, Carson is focused on comprehensive financial planning and investment management aimed at helping clients address their financial goals. She enjoys learning about each client’s unique background and providing custom solutions for their financial needs. Carson strives to consistently provide top-of-the-line, white-glove service, and continuously engages with clients as their families, needs, and goals evolve. In collaboration with Keith Nelms, their team is committed to delivering tailored, integrated financial strategies to their clients.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Economics, B.S.
University of Virginia 2023
Leadership, Minor
University of Virginia 2023

Personal Interests

Carson currently lives in Raleigh, North Carolina after being born and raised in Lynchburg, Virginia. When Carson is not serving clients, you can find her cooking, rooting for the Dallas Cowboys, trying new restaurants in Raleigh, or cheering on her little brother, Sam, during his middle-school basketball games.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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