Scott Shepherd is a wealth manager and managing partner at Uniting Wealth Partners. His expertise spans wealth management, business planning, estate planning, and advanced wealth preservation strategies all with a singular focus – helping clients accumulate, protect and seamlessly transfer their wealth to future generations.
Throughout his career, Scott has built and managed offices and complexes for prestigious firms, including Dean Witter, Morgan Stanley, and Raymond James. Scott is proactive in his approach to navigating the complexities of ever-changing market cycles. Together with his business partner, Randy Koontz, Scott developed the Market Adaptive Investment Process, a proprietary methodology designed to minimize investment losses during prolonged market downturns. This unique and innovative investment process reflects his unwavering belief that protecting clients against extreme market corrections is essential for long-term investment success.
Beyond his professional career, Scott is a devoted husband and father. He lives in Springdale, Arkansas with his wife and their three children Braden, Sophia, and William Henry.