Michael Richardson Email & Phone Number
Executive Partner | President - Wealth Management @ Shepherd Financial, LLC
Michael Richardson Location
New Albany, IN, US
Michael Richardson Work
- 2018 - now Executive Partner | President - Wealth Management @ Shepherd Financial, LLC
- 2008 - 2018 Partner | CERTIFIED FINANCIAL PLANNER™ @ Logan Lavelle Hunt
- 2005 - 2008 Financial Advisor @ Edward Jones
- 1998 - 2005 National Account Manager @ McLane Company, Inc.
Michael Richardson Education
- Institute of Business & Finance
Masters of Science (Financial Services)
2024 - Bellarmine University
Executive Certificate in Financial Planning (Finance)
2011 - 2012 - Webster University
MBA (Masters in Business Administration) (Business)
2003 - 2005
- Hanover College
BA (Bachelor of Arts) (Business)
1994 - 1998
Michael Richardson Skills
- Retirement Income Strategies
- Retirement Plan Consulting
- Protection Planning/family Security
- Financial Advice
- Services
- Project Management
- Financial Planning
- Investment Advisory
- Life Insurance
- Investment Management
Michael Richardson Summary
Michael Richardson, based in New Albany, IN, US, is currently a Executive Partner | President - Wealth Management at Shepherd Financial, LLC. Michael Richardson brings experience from previous roles at Logan Lavelle Hunt, Edward Jones and McLane Company. Michael Richardson holds a Masters of Science in Financial Services @ Institute of Business & Finance. With a robust skill set that includes Retirement Income Strategies, Retirement Plan Consulting, Protection Planning/family Security, Financial Advice, Services and more. Michael Richardson has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Shepherd Financial, LLC Employees
-
Tom Mayer
Chief Executive Officer at Shepherd Financial, LLC
Carmel, IN, US15+ -
Alex Sylvester
President - Institutional Advising at Shepherd Financial, LLC
Indianapolis, IN, US21 -
Dena Thompson
Director - Training and Talent at Shepherd Financial, LLC
Indianapolis, IN, US2 -
Dane Young
Wealth Associate at Shepherd Financial, LLC
New Albany, IN, US12 -
Dave Jacocks
Financial Mentor at Shepherd Financial, LLC
Fishers, IN, US23 -
George Lauck
Wealth Advisor at Shepherd Financial, LLC
Indianapolis, IN, US34 -
14
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Brea Dantin
Retirement Plan Consultant at Shepherd Financial, LLC
North Port, FL, US25+ -
2
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Leslie Ballantine
Retirement Plan Advisor at Shepherd Financial, LLC
Louisville, KY, US14 -
Garrett Smith
Wealth Advisor at Shepherd Financial, LLC
New Albany, IN, US15+ -
Thomas Gettelfinger
Wealth Advisor at Shepherd Financial, LLC
Indianapolis, IN, US11
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