William H. Shepard, J.D., Cfp® Email & Phone Number

Bill is a CERTIFIED FINANCIAL PLANNER™ professional with a Juris Doctorate and Bachelor’s Degree in financial planning and trust management. He has over 25 years of experience in the financial services industry and specializes in investment management, financial planning, asset protection and estate planning. Bill has an extensive educational background and advanced knowledge of the financial industry. Since he graduated law school in 1982, he has leveraged his expertise on financial matters by offering clients meaningful guidance concerning all of their complex estate planning and retirement affairs.Bill began his career at SunTrust as a Senior Vice President and Senior Trust Officer managing a $250 Million Trust Department that spanned over five counties of North Central Florida. He later moved to Merrill Lynch as Vice President and Senior Financial Advisor, in addition to serving as Branch Manager, overseeing $1.1 Billion in assets. In 2003, Bill joined Raymond James & Associates as Senior Vice President of Investments and Managing Director of Investments, where he provides investment management and financial planning advice to high net worth families.Bill has been married for 26 years to his wonderful wife, Debbie. They live in Ocala, where they raised their four children, Will, Lindsay, Christina and Jim. As a family, the Shepard’s invest in the community by donating their time and resources at a local not-for-profit. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Listed skills include Financial Planning, Trust Management, Estate Planning, Wealth Management, and 3 others.