Kevin Shepherd
Managing Director–Wealth Management
Kevin began his career at Merrill Lynch in 1990. In 1991, he founded the Family Wealth Management team at Merrill Lynch, which transferred to UBS in 2009. The team has made very few personnel changes, as Kevin believes that longevity can be one of the greatest strengths of an advisory team. He wants to ensure clients receive consistency. In addition to managing the team and future initiatives, he manages client relationships and makes certain clients understand the team's investment and financial strategies. He takes pride in working with clients in developing their financial longevity and building personal relationships.
CA Insurance License Number: 0I25708
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Kevin Shepherd
Recognized as an industry leader:
- Forbes Best-in-State Wealth Advisors, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- UBS Wealth Management Chairman’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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