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 2006-2022) (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
1,2 The Forbes Best-in-State Wealth Advisor and 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 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.
