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David Shepard Email & Phone Number

Senior Consultant at Asset Strategy Consultants- Boston at Asset Strategy Consultants- Boston

Location: Natick, Massachusetts, United States 1 work role 1 school

1 work email found @assetstrategyrc.com LinkedIn matched

✓ Verified Jun 2026 4 data sources Profile completeness 86%

Current company

Asset Strategy Consultants- Boston

Role

Senior Consultant at Asset Strategy Consultants- Boston

Location

Natick, Massachusetts, United States

Company size

12 employees

Who is David Shepard? Overview

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Quick answer

David Shepard is listed as Senior Consultant at Asset Strategy Consultants- Boston at Asset Strategy Consultants- Boston, a company with 12 employees, based in Natick, Massachusetts, United States. AeroLeads shows a work email signal at assetstrategyrc.com and a matched LinkedIn profile for David Shepard.

David Shepard previously worked as Senior Consultant at Asset Strategy Consultants- Boston. David Shepard holds Ba, Anthropology from The University Of New Mexico.

Company email context

Email format at Asset Strategy Consultants- Boston

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*@assetstrategyrc.com

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AeroLeads found 1 current-domain work email signal for David Shepard. Compare company email patterns before reaching out.

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Profile bio

About David Shepard

DAVID SHEPARD has been a Financial Consultant for over 28 years. He is a Registered Investment Advisor with Asset Strategy Consultants - Boston. David has an extensive knowledge of the 403 (b) market, which services the educational, medical, religious, non-profit marketplace. David offers his "Financial Planning Luncheons" series at organizations throughout the metropolitan Boston area to educate employees about the advantages of using retirement plans as a way to reduce taxes and accumulate wealth. He also answers questions about other Financial Planning issues and updates in tax legislation.David became interested in the financial industry during college, when his father gave him stock in the Santa Fe Railroad Company. After accruing an impressive profit on his investment due to careful research and lots of patience, David decided to leave his study of Anthropology and enter the financial world. To this day, he continues to do extensive stock research, thanks to his father’s initial investment.Specialties: 403 (b) Plans.

Current workplace

David Shepard's current company

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Asset Strategy Consultants- Boston

Senior Consultant at Asset Strategy Consultants- Boston

natick, massachusetts, united states

Website

assetstrategyrc.com

Employees

12

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Company profile

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1 role

David Shepard work experience

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Senior Consultant

Asset Strategy Consultants- Boston

Team & coworkers

Colleagues at Asset Strategy Consultants- Boston

Other employees you can reach at assetstrategyrc.com. View company contacts for 12 employees →

JW

Jian Wei Fu, Cfp®, Ea Colleague at Asset Strategy Consultants- BostonGreater Boston, United States View → BC

Brandon Carr Colleague at Asset Strategy Consultants- BostonDedham, Massachusetts, United States, United States View → BG

Brian Gray Colleague at Asset Strategy Consultants- BostonGreater Boston, United States View → CM

Conor Moran Colleague at Asset Strategy Consultants- BostonGreater Boston, United States View → KF

Kaelan Fitzpatrick, Cfp® Colleague at Asset Strategy Consultants- BostonGreater Boston, United States View → TB

Tim Black Colleague at Asset Strategy Consultants- BostonNatick, Massachusetts, United States, United States View → RS

Rosario Salamone, Cima® Colleague at Asset Strategy Consultants- BostonBoston, Massachusetts, United States, United States View → TB

Tim Black Colleague at Asset Strategy Consultants- BostonNatick, Massachusetts, United States, United States View →

1 education record

David Shepard education

The University Of New Mexico

Anthropology

FAQ

Frequently asked questions about David Shepard

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

What company does David Shepard work for?

David Shepard works for Asset Strategy Consultants- Boston.

What is David Shepard's role at Asset Strategy Consultants- Boston?

David Shepard is listed as Senior Consultant at Asset Strategy Consultants- Boston at Asset Strategy Consultants- Boston.

What is David Shepard's email address?

AeroLeads has found 1 work email signal at @assetstrategyrc.com for David Shepard at Asset Strategy Consultants- Boston.

Where is David Shepard based?

David Shepard is based in Natick, Massachusetts, United States while working with Asset Strategy Consultants- Boston.

What companies has David Shepard worked for?

David Shepard has worked for Asset Strategy Consultants- Boston.

Who are David Shepard's colleagues at Asset Strategy Consultants- Boston?

David Shepard's colleagues at Asset Strategy Consultants- Boston include Jian Wei Fu, Cfp®, Ea, Brandon Carr, Brian Gray, Conor Moran, and Kaelan Fitzpatrick, Cfp®.

How can I contact David Shepard?

You can use AeroLeads to view verified contact signals for David Shepard at Asset Strategy Consultants- Boston, including work email, phone, and LinkedIn data when available.

What schools did David Shepard attend?

David Shepard holds Ba, Anthropology from The University Of New Mexico.

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