We are thrilled to announce that Melissa Costello, Registered Senior Client Service Associate, has joined our team and are happy to introduce her to you!

Melissa originally joined Stifel in Fayetteville before coming to the Shepard Wealth Management Group in 2023.  She helps the team manage daily, account-related needs and delivers personal and timely tasks for clients. Melissa is committed to providing a top-tier client experience while helping our financial advisors do the best job possible.

Melissa earned a Bachelor of Science in Business Administration from the University of
Missouri-Columbia and holds Series 7 and 63 securities licenses.

Melissa and her husband, Tom, live in Charlotte.  They both enjoy traveling and spending time with their two children, Jack and Anna.  When she has the opportunity, Melissa volunteers with Bunny Blessings.

Please join us in welcoming Melissa to the Shepard Wealth Management Group!