Skip to main content

Our financial advice team


Joshua Shepherd

Joshua Shepherd

AAMS®

Financial Advisor

Managing Director
South Shore Wealth Management
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 17 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

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

Interests

  • I enjoy spending time with my children, Mia (5 years old) and Austin (3 years old) at our Cape House in Dennis, MA.
  • All things Jimmy Buffett and island life.

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Ameriprise Circle of Success, 2017 - 2020
  • Ameriprise Client Experience Award, 2020

Qualifications

  • AAMS® Accredited Asset Management Specialist℠

Education

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

Previous experience

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

to receive my newsletters and other financial and market information

Community participation

Club Director - Southern Alliance (SA) Mizuno Volleyball Club