Charles D. Shepherd,
CFA®, CFP®
Managing Director
Financial Advisor
Truist Investment Services, Inc.
611 W 5th St
2nd Floor,
Austin, TX 78701-2701
About me
Background
As a Financial Advisor in Austin, Charles Shepherd brings over 30 years of wealth and investment management experience to Truist Wealth. His dedicated team of professionals deliver private banking, financial/estate planning, investment management and asset protection strategies for high net worth individuals, business owners and their families. Charles partners with his clients and directs the team to understand their priorities, goals, family dynamics and areas of concern. The hallmark of his practice is listening diligently to our clients and engaging them through a collaborative, goals based financial planning approach to determine strategies that align with their needs, wants and wishes.Education
Personal Interests
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.
Top-notch service delivery and support for the private banking needs of business-owners
Recommended Resources
Economic Commentary First back-to-back monthly job gains in a year
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Economic Data TrackerU.S. economy is taking gasoline spike in stride
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Fixed Income Perspective Absolute muni yields are attractive within volatile rate environment
Fixed Income Perspective offers our views on top-of-mind fixed income themes.