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Alumnus named one of Barron's "America's Top 1,000 Advisors"

Merrill Lynch Financial Advisor David Sheppard, University of Illinois Chicago alumnus, was recently recognized on the Barron’s “America’s Top 1,000 Advisors: State-by-State” list which published in the February 16 edition of Barron’s magazine. David’s recognition on this annual list is an industry honor and recognition of his accomplishments.

Barron’s does not receive compensation from financial advisors, participating firms and its affiliates, or the media in exchange for rankings. Advisors considered for Barron’s “America’s Top 1,000 Advisors: State-by-State” ranking have a minimum of seven years’ financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others.

David Sheppard, Senior Vice President-Investments, Wealth Management Advisor and Senior Portfolio Manager of the PIA Program, has more than four decades of experience managing portfolios and providing wealth management guidance. Dave joined Merrill Lynch in 1971. He focuses on developing financial strategies and providing tax-aware portfolio management for high-net-worth individuals, families and businesses throughout the U.S. As a Senior Portfolio Manager in the Merrill Lynch Personal Investment Advisory® Program, he is responsible for customized portfolio strategies. Dave graduated from the University of Illinois with a Bachelor's degree in Finance. He is involved with several philanthropic organizations and also enjoys golf and spending leisure time with his family. Dave and his wife, Linda, live in Barrington Hills, Illinois, and have two grown children, Kim and Brian.

 

 

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