Carol L. Shira

Carol L. Shira, as the Executive Vice President and Chief Compliance Officer at Aventail Wealth Management, LLC, brings an impressive quarter-century of experience in the trust, estate, and financial planning sector to the team. Carol's educational background is distinguished by her completion of Trust School at the University of Notre Dame and her advanced studies at the Florida Trust Graduate School through the University of South Florida. Her journey in the financial industry is marked by a variety of pivotal roles, starting from her initial days as a Branch Manager and loan officer, leading to significant positions in the trust departments of American Bank and Trust and subsequently Citizens Bank and Trust, where she was the Vice President and Senior Trust Advisor. In 2015, she embarked on a visionary path with Brian Ulch to co-found Aventail Wealth Management in Winter Haven, Florida, underscoring her commitment to innovative financial advisory services.

Carol's presidency of the Polk County Estate Planning Council during 2015-2016 reflects her leadership and expertise in the field. Known for her dual expertise in managing the intricate technicalities of wealth management and delivering unparalleled personal care, Carol has successfully overseen and administered several hundred trusts and estates, each with its unique complexities. Her approach is deeply rooted in a philosophy that values the individuality of each client’s financial and estate planning needs, aiming to ensure peace of mind and genuine financial comfort for her clients and their families. Carol's passion for helping others achieve financial serenity is a cornerstone of her professional ethos, making her an invaluable asset to Aventail Wealth Management and the clients she serves.