Please join us in congratulating Magay Shepard, CFP®, Managing Director/Investments, on her achievements this year.  Magay has once again been honored by Forbes’ by being named on both the 2024 Best-in-State Women Wealth Advisors list and the 2024 Best-in-State Wealth Advisors list.  These accolades are recognition of Magay’s dedication and commitment to delivering outstanding client service.

Magay’s achievements not only reflect her individual success but also the incredible support and dedication of her team.  Their hard work, collaboration, and client-centric service have been instrumental in achieving these milestones.  Congratulations to Magay and her entire team on these well-deserved honors!

Kara Kobosko

Branch Manager, Managing Director/Investments

Forbes’ Best-in-State Wealth Advisors and Best-in-State Women Wealth Advisors rankings are based on the 12-month period ending June 30 and September 30, respectively, of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology.  The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance.  For more information, see www.stifel.info/award-disclosures.