Walt Sheffield has more than 26 years of experience with wealth preservation and wealth transfer planning in the Triangle area.

“My experience has taught me that simplicity in design and administration is a virtue and that it is often best to minimize any involvement of the government or court system in a family's financial matters.”

Bar Admissions:
North Carolina, 1978
Tennessee, 1974*
* I now practice only in North Carolina

Education:
Vanderbilt University School of Law, 1974, J.D.
Duke University, 1971

Professional Designations and Memberships:
Certified Financial Planner®
Interactive Legal Systems® Network
North Carolina Bar Association
    Current Member, Investment Committee
    Current Member, Estate Planning & Fiduciary Law,
        Taxation, and Elder Law Sections
    Former Chair, Elder Law Section
Wake County Estate Planning Council
Wake County Bar Association

Previous Positions:
Armor Investment Advisors, LLC,Chief Executive Officer, 2005 – Present
Armor Foundation, Inc., President, 2007 - Present
Atlantic Capital Management, LLC, Partner, 1998 - 2005
Aon Consulting, Inc., Vice President, 1989 - 1998
First Union National Bank, Vice President & Trust Officer, 1983 - 1989
North Carolina Bar Association, 1983 - 1989
U.S. Navy JAG Corps, 1974 - 1978