Shep Stevens is a managing director at Raymond James in New Haven, Connecticut. Shep is an accomplished financial advisor who focuses on customized wealth management, asset management and risk mitigation for high-echelon clients. Shep is one of two advisors on the CSK Wealth Management financial advising team. Shep and his team was named to the Forbes "Best-in-State Wealth Advisors" list in 2022 and 2023. The team’s clients include athletes, business owners, corporate executives, entertainers and retirees.
Shep received his B.A. in political science and government from the University of Virginia in 2002. It was at UVA that Shep developed his passion for finance, geopolitics and the blooming field of behavioral finance. Shep was also a four-year varsity letter winner on the University of Virginia golf team, and was named team captain in 2002. After graduation, Shep spent six years playing professional golf around the globe – including South America and Europe. Shep joined Merrill Lynch in 2008, prior to joining Raymond James in 2024 and quickly ascended through the ranks of Merrill’s financial advisor programs. Starting in 2011, Shep spent six years as first vice president for UBS, the Swiss global investment firm. At UBS, Shep focused on financial planning and portfolio risk mitigation. In 2017, Shep rejoined Merrill Lynch Wealth Management as senior vice president and senior financial advisor.
In his free time, Shep enjoys spending time with his family (his wife, Jennifer, and son, Oliver). He also plays a variety of sports, enjoys traveling and has served on several boards. Finally, it is important to Shep to help causes that positively impact children and the environment.
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The Forbes Best-In-State Wealth Advisors 2023 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. This ranking is not based in anyway on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.