Carson Shepherd
Financial Consultant
Truist Investment Services, Inc.
4460 Six Forks Rd
2nd Floor,
Raleigh, NC 27609
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. Her team is committed to delivering tailored, integrated financial strategies to their clients.Education
Personal Interests
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
Recommended Resources
Market Pulse Stocks Climb, Rates Hold High
Market views heading into the week highlight what we're watching and important news ahead.
Fixed Income Perspective Rising yields creating long-term value; near-term hinges on U.S.-Iran
Fixed Income Perspective offers our views on top-of-mind fixed income themes.
Economic Data Tracker Summer travel kicking into high gear
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.