Dylan Shepherd Email & Phone Number
Associate Vice President - Investments @ Wells Fargo Advisors
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Dylan Shepherd Location
- Salt Lake City, UT, US
Dylan Shepherd Work
- 2024 - now Associate Vice President - Investments @
- 2009 - 2024 CFP® | Private Wealth Advisor @
- 1999 - 2009 CFP® | Financial Advisor at Smith Barney @
- 1998 - 1999 Account Executive | KUTV @
- 1995 - 1998 Director of Business Affairs and Foreign Sales @
Dylan Shepherd Education
- University of Utah
Bachelor’s Degree (Political Science and English)
1991 - 1995 - Lewis and Clark College 1989 - 1990
Dylan Shepherd Skills
- Estate Planning
- Financial Advisory
- Tax Reduction Strategies
- Strategic Portfolio Design
- Investments
- Certified Financial Planner
- Personalized Investment Management
- Personal Risk Management
- Retirement Planning
- Asset Allocation
- Business Succession Planning
- Strategic Planning
- Financial Services
- Asset Protection
- Wealth Management
- Life Insurance
- Portfolio Implementation
Dylan Shepherd Summary
- Dylan Shepherd, based in Salt Lake City, UT, US, is currently a Associate Vice President - Investments at Wells Fargo Advisors. Dylan Shepherd brings experience from previous roles at Lincoln Financial Advisors, Morgan Stanley, CBS Corporation and Leucadia National Corporation | Leucadia Film Corporation. Dylan Shepherd holds a 1991 - 1995 Bachelor’s Degree in Political Science and English @ University of Utah. With a robust skill set that includes Estate Planning, Financial Advisory, Tax Reduction Strategies, Strategic Portfolio Design, Investments and more. Dylan Shepherd has 5 emails and 3 mobile phone numbers on RocketReach.
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