Brooke Shepherd
Brooke Shepherd
Meridian Business Advisors
222 W Coleman Blvd STE 124 Mt Pleasant SC 29464
Biographical Info
Brooke Shepherd brings more than two decades of experience advising investors, entrepreneurs, and business professionals, earning a reputation as a trusted advisor, strategic leader, and relationship-driven professional. Throughout her career, she has consistently been recognized as a top producer and respected leader within one of the region’s top-performing organizations, where she developed deep expertise in client strategy, operational leadership, team development, and business growth.
With extensive experience working alongside investors and business owners, Brooke understands that successful transactions are about far more than simply closing deals — they are about building long-term value, protecting legacies, and helping clients make confident, informed decisions that align with both their financial and personal goals. Her background in advising clients, leading high-performing teams, and navigating complex business environments has given her a strong foundation in leadership, negotiations, growth strategy, and relationship management.
Coming from a family of entrepreneurs with roots in retail businesses, hospitality, and boutique hotel ownership, Brooke developed an early appreciation for entrepreneurship and the dedication required to build something meaningful. This firsthand understanding provides her with a unique perspective when helping business owners and investors evaluate opportunities, navigate transitions, and plan for long-term success.
Brooke’s passion for innovation, leadership, technology, and exceptional client service aligns naturally with Meridian Business Advisors’ mission of helping business owners create, grow, and preserve enterprise value. She is known for her relationship-first approach, strategic mindset, and commitment to delivering a highly personalized, white-glove client experience built on trust, communication, and integrity.
Originally from Colorado Springs, Brooke and her family quickly fell in love with the Lowcountry lifestyle and community. Outside of business, she remains actively involved in volunteer and community initiatives and enjoys spending time with family, staying active, and embracing the outdoors. Her family owns horses and a farm, reflecting the values of hard work, stewardship, resilience, and family that continue to guide both her personal and professional life.
Married for more than 20 years, Brooke values faith, entrepreneurship, leadership, and family as the foundation of her life and career. Her commitment to helping others succeed, combined with her business acumen and relationship-driven approach, makes her a valued advisor to business owners, investors, and entrepreneurs throughout the region.
Meridian Business Advisors is proud to welcome Brooke and her family to the Meridian team as the firm continues expanding its commitment to serving business owners, investors, and entrepreneurs throughout the Lowcountry and beyond.