Brian Shepherd
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Brian Shepherd Email & Phone Number

Managing Director - Investments at Wells Fargo Advisors
Location: New York City Metropolitan Area, United States 3 work roles 2 schools
1 work email found @wellsfargoadvisors.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email b****@wellsfargoadvisors.com
LinkedIn Profile matched
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Current company
Role
Managing Director - Investments
Location
New York City Metropolitan Area, United States
Company size

Who is Brian Shepherd? Overview

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Quick answer

Brian Shepherd is listed as Managing Director - Investments at Wells Fargo Advisors, a with 15127 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com and a matched LinkedIn profile for Brian Shepherd.

Brian Shepherd previously worked as Director at Credit Suisse and Senior Vice President at Smith Barney. Brian Shepherd holds Bachelor’S Degree, History from Mcdaniel College.

Company email context

Email format at Wells Fargo Advisors

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{first}.{last}@wellsfargoadvisors.com
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AeroLeads found 1 current-domain work email signal for Brian Shepherd. Compare company email patterns before reaching out.

Profile bio

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

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

Current workplace

Brian Shepherd's current company

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Wells Fargo Advisors
Wells Fargo Advisors
Managing Director - Investments
st. louis, missouri, united states
Employees
15127
AeroLeads page
3 roles

Brian Shepherd work experience

A career timeline built from the work history available for this profile.

Managing Director - Investments

Current

280 Park Avenue, 29W New York, Ny 10017

Mar 2016 - Present

Senior Vice President

Smith Barney
Nov 1993 - Jan 2013
Team & coworkers

Colleagues at Wells Fargo Advisors

Other employees you can reach at wellsfargoadvisors.com. View company contacts for 15127 employees →

2 education records

Brian Shepherd education

Bachelor’S Degree, History

Mcdaniel College

High School

Brunswick School
FAQ

Frequently asked questions about Brian Shepherd

Quick answers generated from the profile data available on this page.

What company does Brian Shepherd work for?

Brian Shepherd works for Wells Fargo Advisors.

What is Brian Shepherd's role at Wells Fargo Advisors?

Brian Shepherd is listed as Managing Director - Investments at Wells Fargo Advisors.

What is Brian Shepherd's email address?

AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Brian Shepherd at Wells Fargo Advisors.

Where is Brian Shepherd based?

Brian Shepherd is based in New York City Metropolitan Area, United States while working with Wells Fargo Advisors.

What companies has Brian Shepherd worked for?

Brian Shepherd has worked for Wells Fargo Advisors, Credit Suisse, and Smith Barney.

Who are Brian Shepherd's colleagues at Wells Fargo Advisors?

Brian Shepherd's colleagues at Wells Fargo Advisors include Gary W Kennedy, Cfp®, Chfc®, Ricp®, Tonja Casey, Michael Lordan, Dorian Enhelder Cfp®, and Sonia Smith.

How can I contact Brian Shepherd?

You can use AeroLeads to view verified contact signals for Brian Shepherd at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.

What schools did Brian Shepherd attend?

Brian Shepherd holds Bachelor’S Degree, History from Mcdaniel College.

What skills is Brian Shepherd known for?

Brian Shepherd is listed with skills including Investments, Management, Strategy, Risk Management, Strategic Planning, Business Strategy, Leadership, and Change Management.

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