Kathy Shepard
About Kathy Shepard
Kathy Shepard is the Director of Operations/Agency Supervisory Officer at MassMutual Southeast Coast and Coastal Wealth, a MassMutual Firm, in Jacksonville, Florida Area.
Title
Director Of Operations/Agency Supervisory Officer At Mass Mutual Southeast Coast
Current Roles and Workplaces
Kathy Shepard currently holds the position of Director of Operations/Associate Supervisory Officer at Financial Design Associates in Jacksonville, Florida. She also serves as the Director of Operations/Agency Supervisory Officer at MassMutual Southeast Coast and Coastal Wealth, a MassMutual Firm, both located in the Jacksonville, Florida area. In her supervisory roles, she oversees operations and compliance.
Previous Employment Experience
Before her roles at MassMutual and Financial Design Associates, Kathy Shepard worked at SunTrust Investment Services as an Area Operations Manager from 1999 to 2012, and at SunTrust Bank as an Administrative Assistant from 1994 to 1999. Earlier in her career, she served as an Accounting Assistant at Alliance Mortgage Company from 1992 to 1994 and as an Incentive/Sales Coordinator at the Bureau of Business Practice from 1990 to 1992.
Education and Expertise
Kathy Shepard attended Frostburg State University from 1988 to 1990. She holds licenses to sell insurance and securities in both Florida and Georgia. Additionally, she is a registered principal offering securities, investment advisory services, and financial planning through MML Investors Services, LLC.
Professional Licensing and Certifications
Kathy Shepard is licensed to sell insurance and securities in both Florida and Georgia. She offers securities, investment advisory services, and financial planning as a registered principal through MML Investors Services, LLC.