Mary Shepler Email & Phone Number
Financial Advisor @ Silver Leaf Investment Advisors
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Mary Shepler Location
- Madison, WI, US
Mary Shepler Work
- Financial Advisor @ (May 2010 - Present)
- Financial Advisor @ Halcyon Investment Services (August 2005 - May 2026)
- Financial Advisor @ Evergreen State Bank (April 1996 - July 2005)
Mary Shepler Education
- University of Wisconsin-Madison
Bachelor of Arts (BA) (Psychology)
1982-1986
Mary Shepler Skills
- Wealth Management
- Portfolio Management
- Hold Series 7
- Investments
- Risk Management
- Investment Advisory Services
- Retirement Planning
- Licensed Life and Health Insurance Agent
- Personal Financial Planning
Mary Shepler Summary
- Mary Shepler, based in Madison, WI, US, is currently a Financial Advisor at Silver Leaf Investment Advisors. Mary Shepler brings experience from previous roles at Halcyon Investment Services and Evergreen State Bank. Mary Shepler holds a 1982 - 1986 Bachelor of Arts (BA) in Psychology @ University of Wisconsin-Madison. With a robust skill set that includes Wealth Management, Portfolio Management, Hold Series 7, Investments, Risk Management and more. Mary Shepler has 1 mobile phone numbers on RocketReach.
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