Shepard Recognized By Forbes Magazine Among Best In Washington DC

In February, when Forbes Magazine published its ranking of Top Women Wealth Advisors Best-In-State for Washington, D.C., Colleen Shepard, CFP® with Bank of America Merrill, had made the list for the first time.

The ranking is decided based upon industry experience, assets under management, revenue generated, and compliance records, among other factors. The complete ranking is at https://www.forbes.com/best-in-state-women-advisors.

It's not the first Forbes recognition for Shepard, the senior vice president of woman-owned and -operated The Shepard Ellison Group. In 2020, she earned a spot on Forbes' national list of America's Top Women Advisors.

Shepard, a graduate of American University, has been a Merrill advisor since 1990. More about her and The Shepard Ellison Group is at https://fa.ml.com/district-of-columbia/washington/shepardellisongroup and by calling 202-659-7307.