电子邮件 | sam***@***.com | 获取Email |
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电子邮件 | sam***@***.com | 获取Email |
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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. Financial planning and investment advice offered through Shepherd Financial Partners, LLC, a registered investment advisor. Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info' section above.Shepherd Financial Partners and LPL Financial are separate entities. The financial consultants at Shepherd Financial Partners are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info' section above. For a list of states in which the financial consultants affiliated with Shepherd Financial Partners are registered to do business, please visit www.shepherdfinancialpartners.com. 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.
公司 | Shepherd Financial Partners |
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职位 | Wealth Advisor and Portfolio Manager |
地点 | United States |
http://www.linkedin.com/in/samuel-shepherd-cfa-08051646 | |
部门 | |
头衔 | Wealth Advisor and Portfolio Manager at Shepherd Financial Partners |
Shepherd Financial Partners Wealth Advisor and Portfolio Manager
2021-01-01 -
Shepherd Financial Partners Portfolio Analyst
2018-01-01 - 2021-01-01
Shepherd Financial Partners Client Relationship Manager
2016-03-01 - 2018-01-01
EY Financial Services Advisory
2014-08-01 - 2016-01-01
Cassidy & Associates Policy Analyst
2013-06-01 - 2013-08-01
Samuel Shepherd 在 Shepherd Financial Partners 担任 Wealth Advisor and Portfolio Manager at Shepherd Financial Partners
Samuel Shepherd 在 Shepherd Financial Partners 的职位是 Wealth Advisor and Portfolio Manager at Shepherd Financial Partners
Samuel Shepherd 的电子邮件地址是 sam***@***.com
Samuel Shepherd 的电话号码是 -
Samuel Shepherd 的公司电话号码是 +178****
Samuel Shepherd 在 financial services 工作。
Samuel Shepherd 的一些同事包括James Lister、Samuel Shepherd、Gigi Barnabei、Patricia TurnerSteven Kuhlman、。
Samuel Shepherd联系方式: 电子邮件地址:sam***@***.com 电话号码:-
Samuel Shepherd 的个人领英是:http://www.linkedin.com/in/samuel-shepherd-cfa-08051646
Samuel Shepherd 的办公地点:1004 Main Street, Winchester, Massachusetts, USA, 01890
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