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Magay L. Shepard, CFP®

Stifel Nicolaus

6100 Fairview Rd
Ste 700
Charlotte, NC 28210-2222
Phone: (704) 554-6039
Fax: (704) 554-6087

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Annuities
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.