As the firm’s Chief Operations Officer and a member of the Executive Management team, Carol Sheffield is charged with leading and overseeing the wide array of operational processes, growth opportunities, and our excellent team who works with our Advisors to efficiently service and assist clients in meeting their personal and financial goals.
Early in her career, Carol worked for multiple insurance agents as an Operational Consultant before joining a local, independent wealth management firm in 2006, where she ultimately worked her way through most operational roles and eventually became the firm’s Operational and Compliance Supervisor before joining Per Stirling in 2011. She has played a pivotal role in growing the firm from $80 million in firm AUM to over $1.2+ billion in firm AUM through hands-on transition management, managing large-scale technology initiatives, team supervision, and the work ethic, focus and determination necessary to allow the firm and our clients to succeed.
Carol grew up in South Texas and moved to the Austin area in 2004. In her spare time, Carol enjoys reading, cuddling with her dogs, and loves spending time with her husband, Justin and their daughter, Fantasia.