A highly motivated team actively looking out for you

Scott Shepherd

Scott H. Shepherd, WMS

Investment Executive

As a lead partner at Pinnacle Wealth Management, Scott has provided sound financial guidance to affluent individuals, families and business professionals for more than 25 years. He earned a Bachelor of Science degree in Finance from the University of Arkansas. During his career, Scott built and managed offices and office complexes for Dean Witter, Morgan Stanley and Raymond James. Today his main focus is to assist the Pinnacle Wealth Management clientele in creating sound investment and estate plans designed to achieve long-term aspirations.

Scott is a Wealth Management Specialist with expertise in Estate Planning, Wealth Management and Wealth Preservation strategies and believes his most important role is helping clients grow and preserve the wealth and legacy they have worked so hard to build.

Scott’s dedication to helping clients effectively manage risk through an ever-changing procession of market cycles and corrections is why, together with his business partner Randy Koontz, the Market Adaptive Methodology was created. Market Adaptive is a proprietary investment methodology engineered with the objective of limiting investment losses during extended market downturns. Scott believes the ability to avoid inevitable and extreme market corrections will provide clients the best opportunity to achieve long-term investment success.

Scott lives in Springdale Arkansas where he and his wife Samantha are raising their three children Braden, Sophia and William Henry. Scott is involved in several different community organizations, charities and has served as a coach for youth baseball for many years. In his personal time, Scott enjoys golf, fishing, hunting and snow skiing with the family.