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Tyler Shumaker

Client Services Specialist

704-733-6895
Tyler.Shumaker@CarnegiePW.com

Tyler finds it greatly rewarding to support clients on a daily basis and help make their lives easier as they pursue their financial goals. Prior to joining Carnegie, Tyler worked for Vanguard for three years and holds the following licenses: SIE, Series 7, 63 and 66, held through LPL Financial. Tyler graduated from Lock Haven University earning his Bachelor's degree in Business Administration with a concentration in Finance and Economics. Tyler’s hobbies include anything that keeps him physically or socially active, such as golfing, watching just about any sport, and spending quality time with friends and family members.

EDUCATION & PROFESSIONAL EXPERIENCE 

  • Lock Haven University
  • Vanguard

LICENSES

  • Series 7, 63 and 66 held through LPL Financial
  • SIE through LPL Financial

EXPERIENCE

  • 4 years of industry experience

OUTSIDE INTERESTS

  • Spending time on the golf course
  • Enjoying a wide variety of sports
  • Cherishing moments with loved ones

Contact

6101 Carnegie Boulevard
Suite 520
Charlotte, NC 28209

Office: 704-733-6880
Email: info@carnegiepw.com