Additional disclosure here
FCS in the News
Sometimes we talk to the press, and sometimes the press talks about us. Here you’ll find a repository of press releases from FCS as well as articles where we’ve been featured or mentioned.
FCS Repeats As Top Wealth Management Team for Private Wealth in the U.S. by Forbes 2024
2024 Forbes Top Wealth Management Teams Private Wealth: Awarded November 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com)
Tom Freeman ranked among Barron’s 2024 Top 100 Independent Advisors
2024 Barron’s Top 100 Independent Advisors: Awarded September 2024; Data Compiled by Barron’s based on the time period from July 2023 – June 2024 (Source: Barrons.com).
Additional disclosure here
Retirement Announcement: David Turner, CIMA®
Following a 25-year career in financial services, Dave Turner retired on August 30th, 2024. Dave graduated from Park University with a Bachelor’s in Management/Accounting in 1999 and joined Tom Freeman’s team the same year. He obtained his Certified Investment Management Analyst designation from University of California – Berkeley in...
Shepard Wealth Advisors Opens New Office At Country Club Plaza
FCS is happy to announce the opening of Shepard Wealth Advisors’ office at the Country Club Plaza! Their office is located in the American Century II building located at 4520 Main Street, Suite 620, Kansas City, MO 64111. The Shepard Wealth team includes Margo Shepard, CFP®, CIMA®, Founder, Managing...
Retirement Announcement: Susan Freeman, CFP®, Financial Advisor
Following a 25-year career in financial services, Susan Freeman retired on May 31st, 2024. Susan began her journey with Twentieth Century Investments (now American Century) in 1991 through 2002, retiring as Director of Investment Technology Services. She received corporate wide recognition for leadership, financial success and working with honor and...
FCS Welcomes a New Financial Advisor Team, Shepard Wealth Advisors!
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...
FCS Repeats as Top Wealth Management Team for Private Wealth in the U.S. by Forbes 2023
2023 Forbes Top Wealth Management Teams: Awarded November 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23 (Source: Forbes.com).
Additional disclosure here
FCS celebrates Lauri Gray’s 30th Anniversary
FCS will celebrate Lauri Gray's 30th Anniversary in December 2023. Here are a few words from Lauri regarding her remarkable career: I started my career in December 1993 at Merrill Lynch working with Tom Freeman as a Client Service Associate. During the early months of my career, I was also...
Tom Freeman and Ted Chartier make Forbes Best-In-State Wealth Advisor list for 2023
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)
Additional disclosure here
Top 100 Wealth Management Teams for Private Wealth in the United States by Forbes in 2022
2022 Forbes Top Wealth Management Teams: Awarded November 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 – 3/31/22 (Source: Forbes.com).
Additional disclosure here
