William Shepard Email & Phone Number
Senior Vice President, Investments | Managing Director, Investments @ Raymond James
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William Shepard Location
- Ocala, FL, US
William Shepard Work
- 2003 -now Senior Vice President, Investments | Managing Director, Investments @
- 1995 -2003 Vice President | Senior Financial Advisor @
- 1982 -1995 Senior Vice President | Senior Trust Officer @
William Shepard Education
- Campbell University, Norman Adrian Wiggins School of Law
Doctor of Law (J.D.)
1982 - Campbell University, Gilbert T. Stephenson Trust School
Trust Management
1978 - Wake Forest University
Bachelor of Arts (B.A.)
1976
William Shepard Skills
- Financial Planning
- Trust Management
- Estate Planning
- Wealth Management
- Asset Protection
- Investment Management
- Retirement Planning
- Finance
- Strategy
- Investments
- Marketing
- Microsoft Excel
- Leadership
- Financial Modeling
William Shepard Summary
- William Shepard, based in Ocala, FL, US, is currently a Senior Vice President, Investments | Managing Director, Investments at Raymond James & Associates, Inc.. William Shepard brings experience from previous roles at Merrill Lynch and SunTrust. William Shepard holds a Doctor of Law (J.D.) @ Campbell University, Norman Adrian Wiggins School of Law. With a robust skill set that includes Financial Planning, Trust Management, Estate Planning, Wealth Management, Asset Protection and more. William Shepard has 1 emails and 3 mobile phone numbers on RocketReach.
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