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Bank of America Merrill Lynch
Washington , DC
The Shepard/Moran Group - The Shepard/Moran Group was formed in early 2003 to provide clients with access to not only highly sophisticated financial solutions, but also an unparalleled service experience. The team utilizes an extensive wealth management process that is consistent and disciplined. Clients include high net-worth individuals, businesses, associations and endowments.
William J. Moran, Jr. – Vice President, Senior Financial Advisor Mr. Moran has been with Merrill Lynch since 1986. He provides a wide array of investment services to his clients, and he is the coordinator for managed assets at the Washington, DC branch office. Mr. Moran is also the leader of Merrill Lynch’s nationwide LGBT Financial Services Team, the only such team on Wall Street. He is acutely aware of the specialized needs those in the diverse LGBT community have. Mr. Moran is currently a board member of Food and Friends, a non-profit organization that prepares and delivers meals to men, women and children living with life-challenging illnesses.
Elizabeth M. Shepard – First Vice President, Senior Financial Advisor Ms. Shepard joined Merrill Lynch in 1980 and has worked with clients ever since to help them achieve financial independence. Ms. Shepard is a CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. She develops strategies for clients, with keen insight into various solutions for complicated financial needs and goals. A cancer survivor, Ms. Shepard has worked extensively to raise money ($300,000 to date) for both the Avon Foundation and Georgetown University’s Lombardi Cancer Center.