Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
The Sheppard Group strives to offer the highest level of individualized client service and financial solutions to business owners, affluent individuals and their families. While addressing client’s specific needs is the focus, the team’s strength is its disciplined investment process, driven by a unique equity portfolio. As active managers of each client’s investment portfolio, The Sheppard Group provides unbiased, straightforward guidance, based on exhaustive research. To help ensure that each client’s plan moves in sync with goals, asset allocations are reviewed continuously, rebalancing them based on changes in market conditions, client situations and future ambitions. The team’s rich investment advisory experience, including its own wealth management banker, enables them to craft a comprehensive and fully integrated financial strategy that embraces all aspects of a client’s life.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, we will work with you to develop an approach designed to help address your financial needs.
Our investment process is simple and transparent. We are always moving forward, always looking ahead. Over the decades of managing risk in the markets we have learned that what worked yesterday may not work today, and what works today may not work tomorrow. Protecting and growing wealth requires more than just the bare minimum understanding of quantitative fundamentals. We believe the best companies are not just financially responsible to their shareholders, but are ethically responsible to their customers, employees, and the communities they affect.
This process reflects the Imagineering approach. We combine the highest-level of technical proficiency along with the creative imagination that comes with decades of building in-house customized investment strategies. The rationale for making any investment choice must always be able to be concisely and simply explained. We don’t chase short-term trends, we look 3, 5, and 10 years into the future using demographics. We have proven that you don’t have to sacrifice a higher alpha (a measure of return) in order to achieve low beta (a measure of risk) or vice-versa. It is through an intimate understanding of economic moats that we can make investment choices that are both poised for growth and downside protection. Investments which prioritize responsible environmental, social, and governance practices are a sign of forward-thinking stewardship.
What binds our entire process together is individuals who are both professionals and enthusiast of the capital markets. We utilize every resource at our disposal. BofA Global Research is comprised of some of the best minds in finance and economics who deliver guidance that is always on the cutting edge. We go far above and beyond just BofA Global Research research. The Sheppard Group investment team puts the Imagineering approach constantly into action. We use that process to place ourselves in the shoes of the shareholder, the customer, the employee, and the competitor. That process gives us a perspective that eliminates as many blind spots as possible. We don’t make an investment unless we feel that investment looks strong from each of those perspectives. By having a team that takes this immersive approach you have a team that truly understands the story behind every investment choice.
The Sheppard Group has never taken a traditional approach to investing, and we don’t intend to.
*BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized.
We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and help you refine your investing preferences. Together, we can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, we help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We start by getting to know you and how you feel about the following seven life priorities.
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
It is important to us that our clients have step-by-step instructions in order to take full advantage of the tremendous amount of technology available to them. The various instructions listed below are designed to guide our clients in navigating our diverse online platform.
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Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer
Bank of America, N.A.
Wealth Management Banking Specialist
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.