Carrie Walters

Carrie Walters Shapiro, CFP®

Private Wealth Associate


Carrie is a Private Wealth Associate advising individuals and families on various topics related to retirement and wealth accumulation and preservation. Carrie is a Certified Financial Planner™ (CFP®) and graduated with a Bachelor of Arts in Psychology (and a Certificate in French) from the University of Wisconsin’s College of Letters and Science.