Check the background of this financial professional on brokercheck.finra.org
Please join us in congratulating Magay Shepard, CFP®, Managing Director/Investments. Magay has once again been honored by Forbes by being named to the 2026 Best-in-State Women Wealth Advisors list. This accolade is 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 Women Wealth Advisors rankings are based on the 12-month period ending September 30 of the year prior to publication and selected by SHOOK Research, LLC. They are selected 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 stifel.info/award-disclosures