Dawn Shepard

Investment & Financial Planning Specialist

Dawn Shepard began her investment and wealth advisory career more than 25 years ago. She consulted first for private clients in investments and wealth management and then for commercial corporations in an accounting and audit capacity. In 1999 she joined a large brokerage firm as a licensed investment broker and financial planning specialist.

She joined the Wealth Advisory team in July, 2009, and provides integrated financial planning services and investment advice for clients.

Dawn has lived in the South Bay 25 years and has worked several years with the President of M Advisory Group in local philanthropic activities. She serves as a volunteer with Providence Little Company of Mary Hospital Foundation, the Peninsula Committee for the Los Angeles Philharmonic, and she performs with the Beach Cities Symphony.

Phone Extension 108
E-mail Dawn

M Advisory Group is presently licensed to sell traditional life insurance in the following states: AZ, CA (#0319876), CT, FL, IL, MD, MI, MN, NH, NM, NJ, NV, OR, RI, VT, VA, and WA. Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service.

Variable life and annuity products, as well as other securities products, may be sold in the following states: AZ, CA, CO, CT, FL, GA, HI, IL, NJ, OR, PA, TX, and WA. Residents of other states should consult with a local registered representative for securities products.

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. M Advisory Group is independently owned and operated.

M Advisory Group is a member of M Financial Group. Please go to mfin.com/DisclosureStatement for further details regarding this relationship.

This material is intended for informational purposes only and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, tax advisor or plan provider.