Brian Shepherd Email & Phone Number

Brian joined Wells Fargo Advisors as a Managing Director-Investments in February 2016. The mission of Brian’s team is to provide comprehensive wealth management strategies that encompass trust advisory, wealth planning, investment advisory service and access to lending services through Wells Fargo affiliates. Previously, Brian held positions at Credit Suisse (USA) LLC and Smith Barney. He was a Director in the Family Wealth Office of Smith Barney, a title earned and reserved for a select few advisors who have demonstrated experience in comprehensive wealth planning.Brian was raised in Chappaqua, NY, attended the Brunswick School and graduated with a B.A. from McDaniel College in 1993. He currently lives in Bedford, NY with his wife Dina and children, Brooke, Paige and William. He enjoys skiing with his family, golf and paddle tennis.This information is intended for use by residents of AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, MI, MN, NC, NJ, NY, OH, RI, SD, TX, UT, VA, and WA only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Investments, Management, Strategy, Risk Management, and 4 others.