Sue Shepherd

Client Success Manager at Magis Advisory Group - Cleveland, OH, US

Sue Shepherd's Colleagues at Magis Advisory Group
Claire Vincent

Account Coordinator and Wellness Specialist

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Denny Johnson

Financial Services Assistant

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Denny Johnson

Financial Services Assistant

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Claire Vincent

Account Coordinator and Wellness Specialist

Contact Claire Vincent

Abby Simon

Retirement Specialist

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Allison Kaas

Client Service Specialist

Contact Allison Kaas

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Sue Shepherd's Contact Details
HQ
N/A
Location
Cleveland/Akron, Ohio Area
Company
Magis Advisory Group
Sue Shepherd's Company Details
Magis Advisory Group logo, Magis Advisory Group contact details

Magis Advisory Group

Cleveland, OH, US • 20 - 49 Employees
Insurance

Magis Advisory Group firm was named in honor of the commitment we share to servant leadership. Magis (pronounced "màh-gis") is a Latin word meaning "the more" or "the greater." The connotation of the word is not "greater than," but rather "greater for" others and reflects the way we aspire to serve our clients. We believe that in an environment where consolidation by large national firms is the norm, the space for mid-size, privately owned firms that understand the local and regional market, as well as the national landscape, is ever more important. We possess an expertise and a different perspective that sees the big picture as well as the intricate details. Magis Advisory Group is nimble – every member of our team is empowered to make the necessary decisions for the greatest benefit of our clients. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Magis Advisory Group is not affiliated with Kestra IS or Kestra AS.Investor Disclosures: https://bit.ly/KF-DisclosuresThis profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.http://www.finra.org/https://www.sipc.org/

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Details about Magis Advisory Group
Frequently Asked Questions about Sue Shepherd
Sue Shepherd currently works for Magis Advisory Group.
Sue Shepherd's role at Magis Advisory Group is Client Success Manager.
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Sue Shepherd works in the Insurance industry.
Sue Shepherd's colleagues at Magis Advisory Group are Claire Vincent, Dan Finlin, Denny Johnson, Denny Johnson, Claire Vincent, Abby Simon, Allison Kaas and others.
Sue Shepherd's phone number is N/A
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