R Mark Shepherd
Founder, CEO at Shepherd Financial Partners
- Role
- CEO, Founder at Shepherd Financial Partners
- Location
- Winchester, MA, US
- LinkedIn followers
- 500 followers
About R Mark Shepherd
Outstanding Advisor - Wealth Management…
Experience
CEO, Founder
Jan 1988 — Present · Winchester, MA, US
Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment. We build our client relationships on the basis of mutual trust and communication. We strive to deliver exceptional service, standing by our clients as their needs and aspirations grow and change and we always go the extra mile to exceed our clients’ expectations. We conduct our business in a highly ethical manner and always put our clients’ needs first.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment advice offered through Shepherd Financial Partners, LLC, a registered investment advisor, and separate entity from LPL Financial.• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Skills
- Series 7
- Retirement Planning
- Finra
- Securities
- Management
- Strategic Financial Planning
- Investment Advisory
- Wealth Management
- Financial Services
- Investments
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