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Shepard Earns Place Among America's Top Women Wealth Advisors
The DC-Based Financial Advisor, with Merrill Since 1980, Was Picked by Forbes Magazine Among the Best 1,000 Women Wealth Advisors in the USA
When Forbes Magazine's ranking of "America's Top Women Wealth Advisors" was published in late March, Elizabeth M. Shepard, CPFA, CRPC®, CFP®, found herself among just 14 advisors in Washington, D.C., to earn a spot on the list.
Shepard is the senior vice president of The Shepard/Straub Group of Bank of America Merrill, an office she operates in tandem with her son, financial advisor Dan Straub. Shepard has been a Merrill advisor since 1980.
She earned the Forbes recognition due to her record of industry experience, assets under management, revenues produced, regulatory compliance and personal interviews.
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Out of the office, Shepard - herself a cancer survivor - is an active fundraiser for the Lombardi Cancer Center of Georgetown University among other not-for-profit organizations.
More about Shepard and The Shepard/Straub Group is available at https://fa.ml.com/district-of-columbia/washington/theshepardstraubgroup and by calling 202-659-3092.