Shane Carrier

Shane Carrier has joined Uhler Vertich White Advisors as its newest CERTIFIED FINANCIAL PLANNER™. In his role, Carrier provides financial planning and investment advisory services to clients to help them gain financial independence.

Originally from Southern California, Carrier graduated magna cum laude with a bachelor’s degree in business administration from the Jones College of Business at Middle Tennessee State University. He holds the CERTIFIED FINANCIAL PLANNER™ designation, as well as the Series 7, Series 63, and SIE licenses. Carrier is also licensed by the State of Florida Department of Insurance for Life, Variable Annuity and Health Insurance.

Prior to entering financial services, Carrier was a professional baseball player for the Minnesota Twins organization. During his time in Middle Tennessee, Carrier spent many years coaching high school baseball.

Uhler Vertich White Advisors, an independent registered investment advisory firm founded in 2002, is dedicated to the success of its clients’ personal, family, financial and charitable goals. The firm’s advisers assist families in becoming and remaining financially independent with comprehensive plans designed to maximize income, minimize taxes, protect against the unexpected and provide for the efficient transfer of accumulated wealth. Securities are offered through Raymond James Financial Services Inc., member FINRA/SIPC. To learn more about the team, located at 1510 Royal Palm Square Blvd. #103 in Fort Myers, visit uvwadvisors.com or call 239-936-6300.

Investment advisory services are offered through Uhler Vertich White Advisors. Uhler Vertich White Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

About Raymond James Financial Services

Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisers nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,700 financial advisers throughout the United States, Canada and overseas. Total client assets are approximately $1.22 trillion as of March 31, 2023. Additional information is available at raymondjames.com.

Raymond James does not offer tax advice and services. You should discuss any tax matters with the appropriate professional.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Source: Uhler Vertich White Advisors