Kevin Shepard
,

Vice President, Wealth Management Advisor
NMLS #557304

N19 W24400 Riverwood Drive
Waukesha, WI 53188
262.446.3005
Learn more about an advisor's background on
Accessible, knowledgeable and experienced, I am committed to building and maintaining a strong relationship with you. I am passionate about what I do and I bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
Profile

Kevin Shepard is a Vice President, Wealth Management Advisor at Merrill and a financial advisor since 1991. His focus is on helping a select number of retirees implement a personalized income strategy while achieving the right balance of safety and growth. Further, Kevin has significant experience helping high net worth individuals plan and invest for retirement.  He has recently partnered with The C F P Group within Merrill www.fa.ml.com/cfpgroup

Kevin earned the Certified Investment Management Analyst®, CIMA® designation in 1998. CIMA® is sponsored by the Investments & Wealth Institute in conjunction with the Wharton School of Business. He also holds the Series 7, 63 & 65 FINRA registrations. Kevin has been a member of the Investments & Wealth Institute since 1998. He earned a B.S. degree in Finance from the University of Missouri-Columbia. 

Core Investment Approach:
- Invest the time with clients to understand what matters most to them
- Establish an advisory relationship that is product neutral and aligns the interests of client and advisor
- Employ a disciplined, balanced and flexible approach
- Take advantage of highly seasoned portfolio managers & low cost index funds
- Foster ongoing confidence through regular meetings, quarterly performance updates and personalized communication

Value Added:
- Very limited client base =
  better client service, more time for research of investment solutions
- Retirement Analysis so we know where you stand
- Time-tested investment advice
- Prudent income-generating strategies
- Rigorous investment manager selection process
- Proactive recommendations and service
- Ongoing market perspective to help avoid common mistakes

Firm Resources:
- Retirement planning services
- Unparalleled investment platform 
- Wealth transfer services

Personal:
Kevin Shepard resides in Hartland, WI with his wife of 33 years.  He has three adult children. His personal interests include tennis, hiking, and music.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Alyssa Pochert,

CRPC™

Officer, Registered Senior Wealth Management Client Associate
262.446.3026
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Donald Robertson
Regional Lending Specialist
Bank of America, N.A.
NMLS #1054282
Brenda Dolan
Wealth Strategies Advisor
Bank of America, N.A.
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Kevin Shepard is registered to do business in AZ, CA, CO, FL, GA, IA, IL, KY, MI, MN, MO, NC, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI.