Uhler Vertich White Advisors promotes Shane Carrier to lead financial planner

Uhler Vertich White Advisor announced the promotion of Shane Carrier to lead financial planner. In his new role, he will play a larger role in developing and implementing comprehensive financial plans for clients.

Carrier joined the firm in 2023 and has consistently demonstrated a deep commitment to client success. He excels in areas such as Medicare planning and Roth conversion analysis, where his meticulous attention to detail has yielded significant benefits for UVWA clients.

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. Prior to entering financial services, he was a professional baseball player for the Minnesota Twins organization.