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Margo Shepard | Financial Advisor

Profile img for Margo Shepard, financial advisor at Wells Fargo Advisors Financial Network, LLC
Kansas City, MO
Margo Shepard
Financial Advisor
Managing Partner at
Wells Fargo Advisors Financial Network, LLC

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Allow Me to Introduce Myself
Education & Professional Achievements After growing up in Tampa, Florida, Margo attended the University of North Carolina at Chapel Hill. During her undergraduate years, she served as Chapter President for Sigma Sigma Sigma sorority and competed as a NCAA track athlete. She graduated Phi Beta Kappa with a B.S. in Business Administration and continued her educational journey by achieving her Master of Business Administration from the University of Kansas. Margo is incredibly passionate about education and has earned several post graduate designations including the Certified Financial Planner® credential and the Certified Investment Management Analyst® certification through the Wharton School of Business. Margo serves on various not-for-profit boards, including the University of Kansas Business School Advisory Board, Kenan-Flagler Business School Advisory Council and the Diocesan Finance Council and Investment Committee for the Catholic Diocese of Kansas City-St. Joseph. Personal Outside of the office, Margo enjoys activities such as golf, cycling, pickleball, and snow skiing. She is an avid reader and well-traveled world explorer. Margo is married to Michael Shepard, and they have three children: Andrew, Annie, and Emily and two grandchildren: AJ, and Emerson.
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Specialties and Expertise

5
Retirement Income
Tax Minimization Investment Strategies
Endowments & Charities
College Planning
Business Ownership Strategies

Clientele

6
Retirees
Surviving Spouses
High Net Worth Individuals
Doctors
Partners at Law Firms
Dentists

Credentials and Designations

2
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Certified Financial Planner™

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Certified Investment Management Analyst®

Education

2
University of Kansas MBAYear Obtained: 1981
University of North Carolina at Chapel HillBSBAYear Obtained: 1978
Quick Facts About Margo
Years of Experience:43 yearsMember since:2025Average Account Size:$1,500,000Number of clients:150

Services Provided

How I help my clients

Retirement Planning

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Business Retirement Solutions

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Investment Management

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Estate Planning Strategies

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Pricing Models

Fees and Commissions Information

Proof of License

BrokerCheck
SEC Profile
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Kansas City, MO
Margo Shepard
Financial Advisor
Managing Partner at
Wells Fargo Advisors Financial Network, LLC
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Advisor Disclosure
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Member FINRA/SIPC.
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
Profile last updated: 10-18-2025