Magay L. Shepard,  CFP<sup>&reg;</sup> - Financial Advisor

Magay L. Shepard, CFP®

Senior Vice President, Trust Specialist

Stifel Nicolaus

6100 Fairview Rd, Ste 700
Charlotte, NC 28210
FINANCIAL ADVISOR'S WEBSITE
(704) 554-6039

General

Magay Shepard is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Stifel Nicolaus in Charlotte, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Trust Specialist

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Stifel, Nicolaus & Company, Incorporated

Financial Advisor's Specialties

Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Estate Planning, Investment Management, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources