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.
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
We are very excited to announce that for the second consecutive year, FCS earned a ranking on the Forbes Top Wealth Management Teams for Private Wealth 2023. FCS ranked 60th in the U.S. and is the only Private Wealth Management Team in the State of Kansas to rank in the...
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
We are proud to announce that Tom Freeman – Managing Director, and Ted Chartier – Partner, were recently named on the Forbes Best-In-State Wealth Advisors 2023 list. Tom Freeman ranked 5th and Ted Chartier ranked 56th in the state of Kansas. See the full state ranking list here. 2023 Forbes...
Introducing the FCS Private Wealth Management Facebook Page
We are excited to introduce the FCS Private Wealth Management Facebook Page. As the first step in our ongoing digital marketing enhancements, The FCS Private Wealth Management Facebook page will serve as another resource for our clients to gain information on FCS events, research, financial insights, and strategies. We are...
Top 100 Private Wealth Management Firm in the United States by Forbes in 2022
We are pleased to announce that because of the families we serve and the value that we place in those relationships, we have been recognized by Forbes as #56 nationwide on their Top Wealth Management Teams for Private Wealth list for 2022. When looking through the list of families we...
Tom Freeman honored as the 2022 Kansas City Irish Center John J. Sullivan, Jr. Foundation Humanitarian of the Year
Investing is rewarding. Especially when investing in our community. Tom is certainly not one to brag. But we're not letting that stop us from bragging about him. This award, bestowed by the John J. Sullivan Jr. Foundation, is the culmination of a lifetime spent 'getting caught doing the right things.'...
One Year Anniversary Announcement
We are pleased to celebrate the one year anniversary of our practice today. Through the cherished trust of our clients and diligent hard work from our team, we are pleased to announce the company's assets under management on the date of our one year anniversary is more than $1.8 billion...
