William Shepard IV

MIB
Financial Advisor

Will specializes in building unique financial plans for clients and positioning investments to align with that financial plan. Will regularly reviews and researches investment solutions in an effort to find the most suitable and efficient solution for each client. Will first joined Raymond James in 2011 as an associate in the Ocala branch. Will also worked for Northwestern Mutual as a Financial Representative and College Unit Captain. Will believes his knowledge and experience will elevate the client’s experience and bring tangible value to their lives.

Will graduated from the University of Florida with a bachelor’s degree in economics. He graduated Summa Cum Laude after writing a senior thesis on “Evaluating the Performance of Actively and Passively Managed Funds Utilizing Data Envelopment Analysis.” Will also graduated from Hough Graduate School of Business at UF with a master’s of international business with a specialization in finance. Will is the Vice President of the UF Alumni Association’s Gator Club of Jacksonville. He is on the board of the Arlington Council in the Jacksonville Chamber of Commerce and is a member of the Downtown Council and Mandarin Council. Will is also active in Rotary. He views community service as an important part of his calling in Jacksonville. Will enjoys spending his free time with his wife, Erin, and their two dogs. Will and Erin love to spend time out on the river and with friends.