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Our financial advice team


Joshua Shepherd, Financial Advisor serving the Hingham, MA area - Ameriprise Advisors

Joshua Shepherd

AAMS

Financial Advisor

Managing Director
South Shore Wealth Management
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
  • Investment Management
  • Cash Flow Management Strategies
  • Insurance

Qualifications

  • AAMS™ Accredited Asset Management Specialist™

Education

  • Springfield College - B.S. in Sports Management and Business

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Ameriprise Circle of Success, 2017 - 2023
  • South Shore Wealth Management, Ameriprise Client Experience Award, 2020-2022
  • Ameriprise Ultimate Digital Excellence Award, 2021, 2023

Previous experience

  • UBS Financial Services, Inc - Financial Advisor, 2008 - 2015
  • A.G. Edwards & Sons - Financial Advisor, 2003 - 2008

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Club Director - Southern Alliance (SA) Mizuno Volleyball Club

Interests

  • I enjoy spending time with my wife, Leah, and our children, Mia (10), Austin (8), and our newborn, JJ at our primary residence in Pembroke, MA at our Cape house in Dennis, MA. We love long days at Mayflower beach.
  • I am an avid Boston sports fan and music lover.