I am pleased to announce that your financial advisor, Magay Shepard, CFP®, has been awarded the title of Managing Director/Investments with Stifel. The Managing Director/Investments title is the highest title Stifel Financial Advisors can earn, placing Magay in truly special company.
This title recognizes Magay’s achievements and long-standing commitment to clients in wealth management planning and investing and also reflects her successful development of a highly effective team. Her years of experience and wisdom have enabled her to do what she most enjoys: cultivating long-term client relationships that often span multiple generations.
In addition to the title of Managing Director/Investments, Magay was also selected as one of two female Financial Advisors to speak on a panel at the 2023 Forbes/SHOOK Top Women Advisor Summit in Florida.
As the Branch Manager of the Charlotte office, I am delighted to be able to work with Magay and her partner, Dan Emmons, MBA, CFP®, Financial Advisor, along with their client service team members:
• Kathy Arey, Client Relationship Manager
• Melissa Costello, Senior Registered Client Service Associate
• Jona Moody, CFP®, Registered Client Service Associate
• Christine Parks, Registered Client Service Associate
• Diana Castro, Client Service Associate
Please note, Magay’s title promotion will not change her relationship with her clients as your trusted Financial Advisor.
I hope you will join me in congratulating Magay for this incredible recognition and her new Managing Director/Investments title.