Carol L. Shira
Carol has spent the past 25 years in the trust, estate and financial planning field. Carol completed Trust School at the University of Notre Dame and Florida Trust Graduate School at the University of South Florida. Carol has held many diverse roles in the financial field. She started in the banking field as a Branch Manager and loan officer for many years. She joined the trust department with American Bank and Trust which was acquired by Citizens Bank and Trust. Carol held the position of Vice President and Senior Trust Advisor. In 2015, Carol co-founded Aventail Wealth Management, LLC, a Registered Investment Advisory firm in Winter Haven Florida with her longtime colleague Brian Ulch. Carol served as President of the Polk County Estate Planning Council, in 2015-2016. Carol has a unique ability to understand the technical aspects of Wealth Management while also having a strong ability to understand how to deliver an extremely high level of genuine personal care. In the past 2 decades Carol has overseen and administered several hundred trusts and estates of various size and scope. She understands that each client’s financial and estate plan has its own unique circumstances and duties, which at times may be quite complex. Her true passion and goals are to help her clients and their families have peace of mind and true financial comfort.