FCS is very excited to announce the addition of a new Financial Advisor team.  Welcome Shepard Wealth Advisors!

 

Margo Shepard and Andrew Shepard will join FCS Private Wealth Management on March 1, 2024.  Margo has over 40 years of experience as a financial advisor and has attained numerous achievements over this span, including Forbes Best-in-State Wealth Advisor 2018-2022; Forbes Top Women Wealth Advisors 2020-2022; and Barron’s Top 100 Women Advisors in the country 2018-2022.  Margo carries the CFP® and CIMA® designations.

Andrew Shepard began his career at Raytheon in the Financial Leadership Development Program for four years before transitioning to Cerner as a Financial Analyst. In 2016, he joined Wells Fargo Advisors as a Financial Advisor and in 2018 he partnered with his mother, Margo Shepard.  Andrew earned his MBA from Rockhurst University and his Bachelor of Business Administration in Finance from the Cox School of Business at Southern Methodist University.

 

Shepard Wealth Advisors’ office will be located on the Country Club Plaza.  Please visit their site for additional information.  www.shepardwealthadvisors.com

 

 

• 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.  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.  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.

 

• 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.

 

• 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 Apr. 2019 – 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 (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.