Margo Shepard
Managing Partner at
Wells Fargo Advisors Financial Network, LLC
Years of Experience
43 years
Number of Clients
150
Average Client Size
$1,500,000
Member Since
2025
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
how my clients are like my second family.
Clientele
Services Provided
Retirement Planning
Business Retirement Solutions
Investment Management
Estate Planning Strategies
Specialties and Expertise
Credentials and Designations
Certified Financial Planner™
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Certified Investment Management Analyst®
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Pricing Models
Education
University of Kansas
MBA
Obtained in 1981
University of North Carolina at Chapel Hill
BSBA
Obtained in 1978
Advisor Links
Disclosures and Proof of License
Advisor Disclosure
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC.
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Investment and Insurance Products are:
- Not Insured by the FDIC or Any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank of Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested