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, 2019, 2020, 2021 and 2022; Forbes Top Women Wealth Advisors 2020, 2021 and 2022; and Barron’s Top 100 Women Advisors in the country 2008-2022.  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

 

 

 

2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: Forbes.com).

2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22 (Source: Forbes.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 (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.

 

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.

 

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 (Source: Barrons.com).

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 (Source: Barrons.com).

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 (Source: Barrons.com).

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 (Source: Barrons.com).

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).

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 (Source: Barrons.com).

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 (Source: Barrons.com).

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 (Source: Barrons.com).

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 (Source: Barrons.com).

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 (Source: Barrons.com).

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 (Source: Barrons.com).

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 (Source: Barrons.com).

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 (Source: Barrons.com).

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 (Source: Barrons.com).

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.