Kathleen Shepherd- Financial Advisor

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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 earned 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

A day of dino nuggets and cut resistant gloves 😜Thank you to the teams at Tyson and Worldwide Protective Products for ho...
10/16/2026

A day of dino nuggets and cut resistant gloves 😜

Thank you to the teams at Tyson and Worldwide Protective Products for hosting our group this week! Two more global companies right here in Wilkes County 🀩

Thankfully I snagged two of these keychains since my kids immediately spotted them when I got home πŸ¦• πŸ¦–

Anyone else having a really hectic week?? πŸ« πŸ˜‚Here's a shot from Kerr Scott that I took yesterday. And it was actually my ...
10/15/2026

Anyone else having a really hectic week?? πŸ« πŸ˜‚

Here's a shot from Kerr Scott that I took yesterday. And it was actually my preschooler that asked if we could go look at "the ocean" πŸ₯Ή

Sometimes you just need to look at a body of water and BREATHE πŸ§˜πŸ»β€β™€οΈ

Okay I think we had a little too much fun with the hairnets this week πŸ˜‚πŸ˜‚πŸ˜‚ We've never looked better!A big thanks to Herb...
10/09/2026

Okay I think we had a little too much fun with the hairnets this week πŸ˜‚πŸ˜‚πŸ˜‚ We've never looked better!

A big thanks to Herbal Ingenuity and InterFlex Wilkesboro for hosting our leadership group! πŸ™Œ

This was a really fun day discovering more of what's behind the curtain in Wilkes 🏭

Interflex is a multi-billion dollar company supplying packaging to some of the biggest brands in the world 🌎 πŸͺ

and Herbal Ingenuity sources on a micro-local scale for global supplement and consumer brands 🌱

It's amazing to see how businesses in Wilkes are so connected to major supply chains!πŸ“

More to come from this week but I just had to post the hairnet glamour shots 😜

Had such a great time last week at Wilkes County Schools and Wilkes Community College that I forgot to take photos 🀣Obvi...
10/06/2026

Had such a great time last week at Wilkes County Schools and Wilkes Community College that I forgot to take photos 🀣

Obviously these gorgeous chocolates from the culinary program at WCC made the cut πŸ‘©πŸ»β€πŸ³πŸ«

The education and resources in our community are UNMATCHED and our tours inspired me to get more involved with our local schools πŸ‘©πŸ»β€πŸ« and made me wish I could go back to school! 😜

Had a great day volunteering at Hidden Brook Sporting Club for the Wilkes Chamber Clay Classic! πŸ†Love this community and...
09/25/2026

Had a great day volunteering at Hidden Brook Sporting Club for the Wilkes Chamber Clay Classic! πŸ†

Love this community and all the beautiful outdoor destinations we have nearby 😍

Even with muddy boots and early morning rain, I think everyone and a great time 😜

Another great day exploring Wilkes with the leadership program πŸ˜πŸ‘·πŸ»β€β™€οΈ LP Roaring River shared their welcoming and innova...
09/17/2026

Another great day exploring Wilkes with the leadership program 😍

πŸ‘·πŸ»β€β™€οΈ LP Roaring River shared their welcoming and innovative manufacturing culture πŸ’‘

🀲 We learned that Samaritan's Purse employs over 600 people in their Wilkes location 😡 and how quickly and efficiently they're able to respond to international aid needs ✈️

πŸ“– I had no idea that Wilkes County Library has a dedicated genealogy room for the ancestry nerds out there πŸ€“

🀝 Friends of the Wilkes County Library welcomed us by letting us pick out a free book to end our day πŸ₯° A few of us may have left with more than just the one πŸ‘€

Had an awesome second session with Wilkes Leadership last week- we visited places in the county I've ridden by a hundred...
09/01/2026

Had an awesome second session with Wilkes Leadership last week- we visited places in the county I've ridden by a hundred times but never noticed! πŸ€ͺ

It's inspiring to see behind the curtain of the local businesses and municipal functions that keep our community thriving and growing 😍

β˜•οΈ Java Master making custom blended, locally roasted coffee!

✈️ The Wilkes County Airport managing 30+ flights a DAY 😡

πŸ„πŸ€  Wilkes County Ag Extension offering awesome educational programming and supporting local agriculture

🚨Wilkes County Sheriffs Office taking way more 911 calls than anyone would have guessed πŸ‘€

πŸ›πŸ« Town of Wilkesboro- check out the River District plans the towns are dreaming up 😍

🏭🐟 Wilkesboro Water Treatment Plant with a capacity of treating TEN MILLION gallons of water per day πŸ₯΅

Businesses tagged below πŸ‘‡

Found this clipping from The Wilkes Record recently- Chicken Fest 2019! A local bluegrass festival that was a major part...
08/25/2026

Found this clipping from The Wilkes Record recently- Chicken Fest 2019!

A local bluegrass festival that was a major part of how I met Richard a few years before this photo was taken πŸ₯Ή

And if you look closely you can see I was pregnant with our son in this photo 😜 Time flies!!

What an awesome first day at Leadership Wilkes last week 🀩We met our 2026 cohort, did some silly and serious team-buildi...
08/18/2026

What an awesome first day at Leadership Wilkes last week 🀩

We met our 2026 cohort, did some silly and serious team-building 😜 and got to hang out with beautiful horses!

Thanks to Leatherwood and Whippoorwill Academy for hosting us- two beautiful and special places in Wilkes County πŸ™

Connection matters to me and to this community... that's why I started a newsletter! ❀️Let me know if you want to be on ...
07/15/2026

Connection matters to me and to this community... that's why I started a newsletter! ❀️

Let me know if you want to be on the list πŸ€“

A decidedly un-fancy quarterly email with personal updates, financial topics based on what clients have been asking me lately, and a few recs for books and/or podcasts that I've enjoyed recently πŸ“š

Happy summer to all and looking forward to catching up!

Address

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

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