Brian Shepherd

Brian Shepherd Email and Phone Number

Managing Director - Investments, Financial Advisor at Wells Fargo Advisors @ Wells Fargo Advisors
st. louis, missouri, united states
Brian Shepherd's Location
New York City Metropolitan Area, United States
Brian Shepherd's Contact Details

Brian Shepherd personal email

n/a
About Brian Shepherd

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

Brian Shepherd's Current Company Details
Wells Fargo Advisors

Wells Fargo Advisors

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Managing Director - Investments, Financial Advisor at Wells Fargo Advisors
st. louis, missouri, united states
Employees:
15127
Brian Shepherd Work Experience Details
  • Wells Fargo Advisors
    Managing Director - Investments
    Wells Fargo Advisors Mar 2016 - Present
    280 Park Avenue, 29W New York, Ny 10017
  • Credit Suisse
    Director
    Credit Suisse Jan 2013 - Jan 2016
    New York, Ny
  • Smith Barney
    Senior Vice President
    Smith Barney Nov 1993 - Jan 2013

Brian Shepherd Skills

Investments Management Strategy Risk Management Strategic Planning Business Strategy Leadership Change Management

Brian Shepherd Education Details

  • Mcdaniel College
    Mcdaniel College
    History
  • Brunswick School
    Brunswick School
    High School

Frequently Asked Questions about Brian Shepherd

What company does Brian Shepherd work for?

Brian Shepherd works for Wells Fargo Advisors

What is Brian Shepherd's role at the current company?

Brian Shepherd's current role is Managing Director - Investments, Financial Advisor at Wells Fargo Advisors.

What is Brian Shepherd's email address?

Brian Shepherd's email address is br****@****ney.com

What schools did Brian Shepherd attend?

Brian Shepherd attended Mcdaniel College, Brunswick School.

What skills is Brian Shepherd known for?

Brian Shepherd has skills like Investments, Management, Strategy, Risk Management, Strategic Planning, Business Strategy, Leadership, Change Management.

Who are Brian Shepherd's colleagues?

Brian Shepherd's colleagues are Brandon Hines, Alma Alcoser, David Stern, Kathy Nesbit, Steve Press, Mlbministries Berrigan, Jeffrey Andrews.

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