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.
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.
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.
