Colleen Shepard, Cfp® Email & Phone Number

I'm a Senior Vice President, Wealth Management Advisor, and founding partner of The Shepard Ellison Group at Merrill Wealth Management.Our clients include entrepreneurs and business owners, women in leadership, senior executives, and multigenerational families seeking a holistic approach to wealth management who appreciate delegating the day-to-day processes and who value our team's high-touch, personalized service model.In our practice, we see highly successful people who are very good at what they do – and have plans in mind for the future – but have never taken the time to put pen to paper. We meet folks who want to leave a legacy; or fund education for their children and grandchildren; or make sure their parents can afford long-term care... and we see these goals causing anxiety. But with the right guidance, these goals don't need to be stressful. By sharing the experience and wisdom our team has gained over the last 30 years in practice – and by treating our clients the same way that we treat our own family – we're able to help them reach their goals and enjoy the process along the way.*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP® with plaque design in the U.S.

• 

  Wealth Management Advisor, Senior Vice President

  Merrill Lynch Wealth Management

  Aug 1990 - Present