FAY SHEPPARD, CRPC®

Financial Advisor

Senior Vice President - Investments

Address: 555 LONG WHARF DRIVE, 9TH FLOOR , NEW HAVEN , CT 06511
Phone: 203-784-4123  |  800-332-2774    Fax: 203-784-4146

My Background

My Associate(s): Michele Lockwood, Senior 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

  • New Haven Symphony
  • Jewish High School of Connecticut
  • Greater New Haven Jewish Federation
  • UCONN Adviosry Committee
Securities Registered in the following states: AZ, CA, CT, DC, DE, FL, GA, IA, MA, MD, MI, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VT, WV
FAY SHEPPARD: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Connecticut : NEW HAVEN Branch