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
• Diocesan Finance Council
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 (5)
• 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 Advisor Hub's 50 Women Advisors to Watch 2023
•Wells Fargo Advisors Platinum Council every year 2010 – 2022 (4)
•Guiding individuals and institutional investors since 1981
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. (Source: Forbes.com). 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 (Source: Forbes.com). 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 (Source: Forbes.com). 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 – 6/30/18 (Source: Forbes.com). ). 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 (Source: Forbes.com). 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 (Source: Forbes.com). 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 April 2021 – March 2022 (Source: Barrons.com). 2021 Barron’s Top 100 Women Advisors: Awarded June 2021; Data compiled by Barron’s based on the time period from April 2020 – March 2021 (Source: Barrons.com). 2020 Barron’s Top 100 Women Advisors: Awarded June 2020; Data compiled by Barron’s based on the time period from March April 2019 – March 2020 (Source: Barrons.com). 2019 Barron’s Top 100 Women Advisors: Awarded June 2019; Data compiled by Barron’s based on the time period from April 2018 – March 2019 (Source: Barrons.com). 2018 Barron’s Top 100 Women Advisors: Awarded June 2018; Data compiled by Barron’s based on the time period from April 2017 – March 2018 (Source: Barrons.com). 2017 Barron’s Top 100 Women Advisors: Awarded June 2017; Data compiled by Barron’s based on the time period from April 2016 – March 2017 (Source: Barrons.com). 2016 Barron’s Top 100 Women Advisors: Awarded June 2016; Data compiled by Barron’s based on the time period from April 2015 – March 2016 (Source: Barrons.com). 2015 Barron’s Top 100 Women Advisors: Awarded June 2015; Data compiled by Barron’s based on the time period from April 2014 – March 2015 (Source: Barrons.com). 2014 Barron’s Top 100 Women Advisors: Awarded June 2014; Data compiled by Barron’s based on the time period from April 2013 – March 2014 (Source: Barrons.com). 2013 Barron’s Top 100 Women Advisors: Awarded June 2013; Data compiled by Barron’s based on the time period from April 2012 – March 2013 (Source: Barrons.com). 2012 Barron’s Top 100 Women Advisors: Awarded June 2012; Data compiled by Barron’s based on the time period from April 2011 – March 2012 (Source: Barrons.com). 2011 Barron’s Top 100 Women Advisors: Awarded June 2011; Data compiled by Barron’s based on the time period from April 2010 – March 2011 (Source: Barrons.com). 2010 Barron’s Top 100 Women Advisors: Awarded July 2010; Data compiled by Barron’s based on the time period from April 2009 – March 2010 (Source: Barrons.com). 2009 Barron’s Top 100 Women Advisors: Awarded June 2009; Data compiled by Barron’s based on the time period from April 2008 – March 2009 (Source: Barrons.com). 2008 Barron’s Top 100 Women Advisors: Awarded June 2008; Data compiled by Barron’s based on the time period from April 2007 – March 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 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. Additional criteria, best practices and team structure, may also be used to determine recipients.
5 Certified Financial Planner Board of Standards Inc. owns the certification mark, CERTIFIED FINANCIAL PLANNER in the U.S. which it awards to individuals who successfully complete CERTIFIED FINANCIAL PLANNER Board's initial and ongoing certification requirements.
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 50 Women 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. A2W winners are redefined into subcategories and then ranked with the subcategory based on scale, growth and professionalism. The rating and ranking are not related to the quality of the investment advice and based solely on the disclosed criteria. Being placed on the subcategory does not denote an additional award.
