Fay Sheppard
Managing Director - Investment Officer at Wells Fargo Advisors
- Role
- Managing Director - Investment Officer at Wells Fargo
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Fay Sheppard
Fay Sheppard has been actively employed in the world of Finance for more than 25 years…
Experience
Managing Director - Investment Officer
Jan 2009 — Present
Education
University of Connecticut
B.S.
Syracuse University
B.S.
University of Hartford
M.S
Merrimack College
Certificate in Financial Planning
Skills
- Annuities
- Long Term Care
- Strategic Investment Planning
- Wealth
- Asset Management
- Financial Markets
- Charitable Giving
- Asset Allocation
- Mutual Funds
- Risk Management
- Etfs
- Va
- Insurance
- Retirement Planning
- Financial Advisory
- Dc
- Equities
- Wealth Preservation Planning
- Fixed Income
- Employee Benefits
- Defined Benefit
- Retirement
- Bonds
- Strategic Financial Planning
- 401k
- Asset
- Securities
- Public Speaking
- Investment Strategies
- Alternative Investments
- Term Life Insurance
- 401(K) Retirement Savings Plans
- Life Insurance
- Finance
- Personal Finance
- Financial Planning
- Insurance Planning
- Strategic Planning
- Fixed Annuities
- Retirement Income Strategies
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