MARGO SHEPARD, CFP, CIMA

Senior Vice President - Investments

Address: 1900 SHAWNEE MISSION PARKWAY, SUITE 210 , MISSION WOODS , KS 66205
Phone: 913-267-7140  |  800-821-2002    Fax: 913-267-7230

My Commitment to You

My Associate(s): Andrew Shepard, Financial Consultant ; Emily Lilienkamp, Client Associate

My Experience

  • 2010 - Present : Wells Fargo Advisors, Financial Advisor
  • 1983- - 2010 : Morgan Stanley Smith Barney

My Education & Credentials

  • BSBA-University of North Carolina, Chapel Hill
  • MBA-University of Kansas

My Community Involvement

  • Kenan-Flagler Business School Alumni Council
  • William Jewell College Trustee
  • Diocesan Finance Council-Catholic Diocese of Kansas City
  • University of Kansas Business School Advisory Board
Securities Registered in the following states: AZ, CA, CO, DC, FL, GA, IA, KS, MA, MO, NC, NE, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA
Insurance licensed in the following states: AR (Lic. # 470198), CA (Lic. # 0C51978)
MARGO SHEPARD: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Kansas : MISSION WOODS Branch