Kathleen Shepherd- Financial Advisor

Kathleen Shepherd- Financial Advisor Helping individuals and families find simplicity, clarity, and confidence in their financial lives.

In my role as a Wealth Advisor, I bring more than fifteen years of experience in engineering, problem-solving, and client service. After building a successful career as an engineer, I transitioned to financial services in 2023 with a clear purpose in mind: to help individuals and families find simplicity, clarity, and confidence in their financial lives. As a native of eastern North Carolina, I ea

rned my degree in Textile Engineering from NC State University (go Wolfpack!) and enjoyed many wonderful years in the protective textile industry. I hold my Series 6, 7, 63, and 65 securities registrations, along with North Carolina Life and Health Insurance licenses, equipping me to provide comprehensive financial guidance. It’s a privilege to walk alongside clients, especially couples and women who are planning for retirement, as they define what security and fulfillment mean for them. I believe that financial guidance should be welcoming and inclusive for all- everyone deserves to feel understood, respected, and supported when they sit down with their advisor. Now based in Wilkesboro, my husband and I are raising our two children in the foothills of beautiful northwestern North Carolina. Outside the office, you’ll often find us in our garden (sometimes an overgrown jungle), enjoying time on Kerr Scott Reservoir, or gathered on the front porch together. Securities offered through Raymond James Financial Services, Inc., member
FINRA/SIPC. Investment advisory services are offered through Raymond James
Financial Services Advisors, Inc. Signature Wealth Strategies is not a registered broker/dealer, and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure
Information: http://raymondjames.com/smicd.htm

Remembering those who gave their lives in service, today and every day πŸ™πŸ‡ΊπŸ‡ΈThis photo is from last summer at the National...
05/25/2026

Remembering those who gave their lives in service, today and every day πŸ™πŸ‡ΊπŸ‡Έ

This photo is from last summer at the National D-Day Memorial in Bedford, Virginia. A powerful and humbling place β™₯️

Wishing a Happy Mother's Day to all the mamas but especially mine πŸ₯Ήβ™₯️😘Hope you had a great, relaxing Sunday πŸ™We had a gr...
05/11/2026

Wishing a Happy Mother's Day to all the mamas but especially mine πŸ₯Ήβ™₯️😘

Hope you had a great, relaxing Sunday πŸ™

We had a great lunch at our favorite local Thai/Japanese restaurant in Wilkes and then Mom and I went to see The Devil Wears Prada 2 - just the two of us plus a big drink and popcorn 😜 🍿πŸ₯€πŸ˜

Peony season has arrived in our garden!! πŸŒΈπŸ’πŸŒΊThe season is short but wonderful. Enjoying them absolutely everywhere for t...
05/01/2026

Peony season has arrived in our garden!! πŸŒΈπŸ’πŸŒΊ

The season is short but wonderful. Enjoying them absolutely everywhere for these next few weeks 😍

Another great Merlefest in the books! 🎻πŸͺ•Haven't heard of Merlefest?? πŸ€“  It's one of the largest bluegrass/Americana musi...
04/27/2026

Another great Merlefest in the books! 🎻πŸͺ•

Haven't heard of Merlefest?? πŸ€“ It's one of the largest bluegrass/Americana music festivals in the US (maybe the world?? 🀩) and regularly hosts well-known artists- like Allison Krauss and Old Crow Medicine Show this past weekend 🎢 Right here in Wilkes County, North CarolinaπŸ“

Wonderful music, great community, and an awesome time catching up with friends πŸ₯°

Had a great time at the Wilkes County Chamber of Commerce event 😎 and then volunteering later in the weekend πŸ™Œ

Spring garden update! πŸŒ±πŸ’ We will be overwhelmed with peonies in a few weeks by the looks of these buds- my FAVORITE time...
04/23/2026

Spring garden update! 🌱

πŸ’ We will be overwhelmed with peonies in a few weeks by the looks of these buds- my FAVORITE time of year 🀩🀩🀩

Scaling back the vegetable garden significantly until we find a better solution for 🦌🦌🦌 and any suggestions are very, very welcome 😭

Back at NC State Wilson College of Textiles last week- talking to seniors and grad students about my career in high perf...
04/20/2026

Back at NC State Wilson College of Textiles last week- talking to seniors and grad students about my career in high performance protective clothing and transition to financial services πŸ€“

It's a joy for me to give back to a program that gave so much to me β™₯️

And you know I couldn't help but give a tiny bit of life advice around saving for the future πŸ’πŸ»β€β™€οΈ

πŸš—πŸ’¨ If you haven't made a trip to Hamptonville, NC yet, it's time! πŸ₯ͺ Grab lunch at Shiloh General Store (check out my fav...
04/06/2026

πŸš—πŸ’¨ If you haven't made a trip to Hamptonville, NC yet, it's time!

πŸ₯ͺ Grab lunch at Shiloh General Store (check out my favorite sandwich order 🀩) and then stop by Shady Hollow Greenhouse for the best flowers, herbs, and garden plants 🌱

We love the general store year round but it's especially great this time of year to indulge my plant obsession 😍

Loved hearing from Becky at Insightful Financials at the Wilkes Chamber of Commerce Women in Leadership lunch this week!...
04/01/2026

Loved hearing from Becky at Insightful Financials at the Wilkes Chamber of Commerce Women in Leadership lunch this week! 😍

Always great seeing friends and colleagues- the encouragement, wisdom, and experience in this group are next level πŸ™Œ

Had an awesome time at Raymond James HQ in St. Petersburg last week- enjoying the Florida sunshine and hospitality 😎Love...
03/30/2026

Had an awesome time at Raymond James HQ in St. Petersburg last week- enjoying the Florida sunshine and hospitality 😎

Loved meeting other advisors that are new to RJ while getting to know more of the back office teams and resources πŸ€“

Also enjoyed the window seat views on my flight home- check out Mountain Island Lake from above 😍

πŸ”ŽπŸΈ Can you spot the tadpoles in the first photo?? πŸ˜œπŸ“ Our family loves the science trail at Kerr Scott Reservoir- worth a...
03/24/2026

πŸ”ŽπŸΈ Can you spot the tadpoles in the first photo?? 😜

πŸ“ Our family loves the science trail at Kerr Scott Reservoir- worth a visit to walk the quarter mile trail that loops from the visitor center on Reservoir Road!

πŸ₯Ύ We enjoyed the sunshine on a walk last weekend; I think Richard and I were more excited about the tadpoles than the kids 🀣 https://www.raymondjamesconnect.com/aCWHcp

Address

100 9th Street, Suite A
North Wilkesboro, NC
28659

Telephone

(252)2803086

Website

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