FAY SHEPPARD, CRPC®

First Vice President - Investments

Address: 555 LONG WHARF DRIVE, NEW HAVEN, CT 06511
Phone: 203-784-4123 | 800-332-2774    Fax: 203-784-4146

My Background

My Associate(s): Beverly Gerick, Client Associate

My Experience

  • 2009 - present: Wells Fargo Advisors Financial Advisor
  • 1996 - 2008: Merrill Lynch Financial Advisor
  • 1991 - 1994: Fleet Bank Manager of Health Care and Non Profit Areas
  • 1990 - 1991: Manager of New Haven Corporate New New Bank of New England

My Education & Credentials

  • MERRIMACK COLLEGE CERTIFICATE IN FINANCIAL PLANNING
  • UNIV. OF HARTFORD MASTER'S IN PUBLIC ACCOUNTING
  • SYRACUSE UNIV MASTER'S IN PERSONNEL

My Community Involvement

  • Society of Human Resource Managers
  • Strides for Cancer
  • Greater New Haven Jewish Federation
  • Chair Government Relations- GNHJF
Securities Registered in the following states: CA, CT, DC, FL, GA, MA, MD, NH, NJ, NY, RI, TN, VA, VT
Insurance licensed in the following states: CO, CT, FL, NH, VA
FAY SHEPPARD: Financial Advisor: Wells Fargo Advisors, LLC
United States: Connecticut: NEW HAVEN Branch