Margo Shepard, CFP® CIMA®
Founder, Managing Partner of Shepard Wealth Advisors
About
“My mission is to provide every client with targeted, comprehensive financial advice delivered with exceptional service and professional integrity.”
Through a long-term investment approach, Margo helps high-net-worth clients develop and implement strategies to support their financial and life goals. Margo’s title as Founder, Managing Partner and over 40 years experience as a financial advisor recognizes her expertise at leveraging relationships with the practice’s affiliate professionals in the areas of trust, money management, liability management, and estate planning strategies to help provide advice as sophisticated as her clients' needs. By collaborating with these professionals, Margo’s goal is to help ensure clients receive the advice and service needed to help them preserve and grow their wealth across generations. Margo’s mission is to provide every client with targeted, comprehensive financial advice ⏤ delivered with exceptional service and professional integrity. She values the relationships she has established within her profession and community.
COMMUNITY
• University of Kansas Business School Dean’s Advisory Board
• UNC Kenan-Flagler Alumni Council
• Catholic Diocese of Kansas City St. Joseph - Finance Council Member
PERSONAL
Margo is married to Michael Shepard and they have 3 children: a son, Andrew, and two daughters Annie, and Emily.
CA Insurance License Number: 0C51978. Resident State MO.
Education
• University of North Carolina, Phi Beta Kappa graduate; inducted into Beta Gamma Sigma, the business honorary fraternity
• University of Kansas, MBA
Licenses & Certifications
• CERTIFIED FINANCIAL PLANNER ™ professional certification (6)
• Certified Investment Management Analyst® (CIMA®) designation
Accomplishments
•Forbes Best-in-State Wealth Advisors in 2018, 2019, 2020 2021 and 2022 1
•Forbes Top Women Wealth Advisors 2020, 2021 and 2022 2
•Named as Barron’s Top 100 Women Advisors in the country by (years 2008-2022) 3
•Named to AdvisorHub's 50 Women Advisors to Watch 2023 4
•Wells Fargo Advisors Platinum Council every year 2010 – 2022 5
• Guiding individuals and institutional investors since 1981
• University of North Carolina, Phi Beta Kappa graduate; inducted into Beta Gamma Sigma, the business honorary fraternity
• University of Kansas, MBA
COMMUNITY
• University of Kansas Business School Dean’s Advisory Board
• UNC Kenan-Flagler Alumni Council
• Catholic Diocese of Kansas City St. Joseph - Finance Council Member
PERSONAL
Margo is married to Michael Shepard and they have 3 children: a son, Andrew, and two daughters Annie, and Emily.
CA Insurance License Number: 0C51978. Resident State MO.
1 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2018 Forbes Best-In-State Wealth Advisors: Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2 2022 Forbes Top Women Wealth Advisors: Awarded February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21. 2021 Forbes Top Women Wealth Advisors: Awarded March 2021; Data compiled by SHOOK Research LLC based on the time period from 9/30/19 - 9/30/20. 2020 Forbes Top Women Wealth Advisors: Awarded April 2020; Data compiled by SHOOK Research LLC based on the time period from 9/30/18 - 9/30/19 (Source: Forbes.com). The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
3 2022 Barron’s Top 100 Women Advisors: Awarded June 2022; Data Compiled by Barron's based on the time period from Apr. 2021 - Mar. 2022. 2021 Barron’s Top 100 Women Advisors: Awarded June 2021; Data Compiled by Barron's based on the time period from Apr. 2020 - Mar. 2021. 2020 Barron’s Top 100 Women Advisors: Awarded June 2020; Data Compiled by Barron's based on the time period from Mar. Apr. - Mar. 2020. 2019 Barron’s Top 100 Women Advisors: Awarded June 2019; Data Compiled by Barron's based on the time period from Apr. 2018 - Mar. 2019. 2018 Barron’s Top 100 Women Advisors: Awarded June 2018; Data Compiled by Barron's based on the time period from Apr. 2017 - Mar. 2018. 2017 Barron’s Top 100 Women Advisors: Awarded June 2017; Data Compiled by Barron's based on the time period from Apr. 2016 - Mar. 2017. 2016 Barron’s Top 100 Women Advisors: Awarded June 2016; Data Compiled by Barron's based on the time period from Apr. 2015 - Mar. 2016. 2015 Barron’s Top 100 Women Advisors: Awarded June 2015; Data Compiled by Barron's based on the time period from Apr. 2014 - Mar. 2015. 2014 Barron’s Top 100 Women Advisors: Awarded June 2014; Data Compiled by Barron's based on the time period from Apr. 2013 - Mar. 2014. 2013 Barron’s Top 100 Women Advisors: Awarded June 2013; Data Compiled by Barron's based on the time period from Apr. 2012 - Mar. 2013. 2012 Barron’s Top 100 Women Advisors: Awarded June 2012; Data Compiled by Barron's based on the time period from Apr. 2011 - Mar. 2012. 2011 Barron’s Top 100 Women Advisors: Awarded June 2011; Data Compiled by Barron's based on the time period from Apr. 2010 - Mar. 2011. 2010 Barron’s Top 100 Women Advisors: Awarded July 2010; Data Compiled by Barron's based on the time period from Apr. 2009 - Mar. 2010. 2009 Barron’s Top 100 Women Advisors: Awarded June 2009; Data Compiled by Barron's based on the time period from Apr. 2008 - Mar. 2009. 2008 Barron’s Top 100 Women Advisors: Awarded June 2008; Data Compiled by Barron's based on the time period from Apr. 2007 - Mar. 2008 (Source: Barrons.com). The Barron’s Top 100 Women Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
4 2023 AdvisorHub Advisors to Watch: Awarded June 2023; Data compiled by AdvisorHub based on the time period from 12/31/21 - 12/31/22 (Source: AdvisorHub). The AdvisorHub 2023 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 50 Women Advisors ranking is a subcategory of the AdvisorHub 2023 Advisors to Watch rating and does not denote an additional rating. 1358 wealth managers were considered for the rating; 700 (51.5% of candidates) were named 2023 AdvisorHub Advisors to Watch.
5 The Platinum Council (previously known as Premier Advisor) distinction is held be a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additionalcriteria, best practices and team structure, may also be used to determine recipients.
6 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
