Vice President - Investments
CurrentWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.
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@wellsfargoadvisors.com
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James Schepers is listed as Vice President - Investments at Wells Fargo Advisors at Wells Fargo Advisors, a with 15127 employees, based in Washington, District of Columbia, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com and a matched LinkedIn profile for James Schepers.
James Schepers previously worked as Vice President - Investments at Wells Fargo Advisors and Vice President at Met Life. James Schepers holds Bachelor Of Business Administration (Bba) from Edinboro University Of Pennsylvania.
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AeroLeads found 3 current-domain work email signals for James Schepers. Compare company email patterns before reaching out.
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.
Listed skills include Strategic Financial Planning, Retirement Planning, Investments, Wealth Management, and 11 others.
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Washington D.C. Metro Area
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.
I provided Health Care Insurance solutions to local mid-size companies (50-500 employess).
I provided Health Care Insurance and 401k plans to Small Businesses.
Other employees you can reach at wellsfargoadvisors.com. View company contacts for 15127 employees →
Frederick (Rick) Turner
Colleague at Wells Fargo AdvisorsSummit, New Jersey, United States
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John Rohan, Cfp®
Colleague at Wells Fargo AdvisorsWalnut Creek, California, United States
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Km Reddy
Colleague at Wells Fargo AdvisorsSt Louis, Missouri, United States
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Thomas Donaghy
Colleague at Wells Fargo AdvisorsBellingham, Washington, United States
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Gary Canupp
Colleague at Wells Fargo AdvisorsSalisbury, North Carolina, United States
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Matthew Gelsheimer, Cfp®
Colleague at Wells Fargo AdvisorsLeawood, Kansas, United States
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Susana Mastroianni
Colleague at Wells Fargo AdvisorsNew York, United States
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Lisa Peterson
Colleague at Wells Fargo AdvisorsDenver Metropolitan Area, United States
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Terri Ann Rachuta
Colleague at Wells Fargo AdvisorsUnited States
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James D. Swanson, Cfp®
Colleague at Wells Fargo AdvisorsSeal Beach, California, United States
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James Schepers works for Wells Fargo Advisors.
James Schepers is listed as Vice President - Investments at Wells Fargo Advisors at Wells Fargo Advisors.
AeroLeads has found 3 work email signals at @wellsfargoadvisors.com for James Schepers at Wells Fargo Advisors.
James Schepers is based in Washington, District of Columbia, United States while working with Wells Fargo Advisors.
James Schepers has worked for Wells Fargo Advisors, Met Life, and New York Life Insurance Company.
James Schepers's colleagues at Wells Fargo Advisors include Frederick (Rick) Turner, John Rohan, Cfp®, Km Reddy, Thomas Donaghy, and Gary Canupp.
You can use AeroLeads to view verified contact signals for James Schepers at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.
James Schepers holds Bachelor Of Business Administration (Bba) from Edinboro University Of Pennsylvania.
James Schepers is listed with skills including Strategic Financial Planning, Retirement Planning, Investments, Wealth Management, Portfolio Management, Mutual Funds, Retirement, and Asset Allocation.
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