Founder & Managing Partner of Shepard Wealth Advisors

Margo Shepard CFP®

Education

  • University of North Carolina, Phi Beta Kappa graduate; inducted into Beta Gamma Sigma, the business honorary fraternity
  • University of Kansas, MBA

Accomplishments

  • Forbes Best-in-State Wealth Advisors in 2018, 2019, 2020 2021 and 2022
  • Forbes Top Women Wealth Advisors 2020, 2021 and 2022
  • Named as Barron’s Top 100 Women Advisors in the country by (years 2008-2022)
  • Named to AdvisorHub's 50 Women Advisors to Watch 2023
  • Wells Fargo Advisors Platinum Council every year 2010 – 2022
  • Guiding individuals and institutional investors since 1981
  • University of North Carolina, Phi Beta Kappa graduate; inducted into Beta Gamma Sigma, the business honorary fraternity
  • University of Kansas, MBA
  • University of Kansas Business School Dean’s Advisory Board
  • UNC Kenan-Flagler Alumni Council
  • Catholic Diocese of Kansas City St. Joseph - Finance Council Member

Licenses & Certifications

  • CERTIFIED FINANCIAL PLANNER ™ professional certification (6)
  • Certified Investment Management Analyst® (CIMA®) designation

Registration

  • CA Insurance License Number: 0C51978. Resident State MO.

About Margot

“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.

PERSONAL
Margo is married to Michael Shepard and they have 3 children: a son, Andrew, and two daughters Annie, and Emily.

www.shepardwealthadvisors.com/meet-our-team

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