James Schepers Email and Phone Number
James Schepers work email
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James Schepers personal email
As a Financial Advisor, I am dedicated to helping my clients meet their varied financial needs. My mission is to help you plan for a financial future in a way that best meets your goals. An aspect of retirement planning often overlooked is an understanding of how much annual income likely awaits you at retirement and whether that amount matches your expectations. I will help you determine which retirement income strategies can help you reach your needs and goals- whether you hope to have access to a lifelong income stream, maintain flexibility and control of the principal: have opportunities to grow the principal or increase the income: or have enough income to last the rest of your life. I work with you, one on one, to design investment strategies targeted to your specific needs and goals. Although I do not provide tax advice, I will help you stay current with tax law changes and estate plan issues to help preserve and protect your wealth not only now but as well for generations to come.Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.Please contact me by e-mail, james.k.schepers1@wellsfargoadvisors.com or by Phone 202-861-5375. I cannot respond to messages through LinkedIn.
Wells Fargo Advisors
View- Website:
- wellsfargoadvisors.com
- Employees:
- 15127
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Vice President - InvestmentsWells Fargo Advisors 1997 - PresentWashington D.C. Metro AreaWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.
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Vice PresidentMet Life Jan 1992 - Jan 1998I provided Health Care Insurance solutions to local mid-size companies (50-500 employess).
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Group Sales Account ExecutiveNew York Life Insurance Company Jan 1980 - Jun 1992I provided Health Care Insurance and 401k plans to Small Businesses.
James Schepers Skills
James Schepers Education Details
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Bachelor Of Business Administration (Bba)
Frequently Asked Questions about James Schepers
What company does James Schepers work for?
James Schepers works for Wells Fargo Advisors
What is James Schepers's role at the current company?
James Schepers's current role is Vice President - Investments at Wells Fargo Advisors.
What is James Schepers's email address?
James Schepers's email address is ja****@****sec.com
What schools did James Schepers attend?
James Schepers attended Edinboro University Of Pennsylvania.
What are some of James Schepers's interests?
James Schepers has interest in Golf, Baseball.
What skills is James Schepers known for?
James Schepers has skills like Strategic Financial Planning, Retirement Planning, Investments, Wealth Management, Portfolio Management, Mutual Funds, Retirement, Asset Allocation, Investment Strategies, Wealth, Finance, Loans.
Who are James Schepers's colleagues?
James Schepers's colleagues are Tom Lanigan Ii, Parker Dennis, Matt Aliaga, Michael Neuman, David Stern, Hunter Vanderwaal, Brian A. Rex, Cfp®ricp®.
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James Schepers
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