Bradley Shepherd Vice President of Wealth Management
Brad Shepherd is the Vice President of Wealth Management and one of the firm’s most experienced advisors. In his role, Brad has responsibility for vision of the company, according to its mission. His years of expertise and leadership of the Wealth Management division benefit all as he guides the Wealth Management team to serve the dreams and goals of individuals, families, and business owners.
With more than 20 years of industry experience, Brad has been recognized on numerous occasions for his leadership skills as a Wealth Advisor. Brad holds a Bachelor of Arts in Economics from Dickinson College and has earned the designation of Chartered Financial Consultant from the American College. He holds his Series 4, 7, 24, 53, 63 and 65 licenses.
Brad has served as Vice President for the Financial Planning Association of Maryland, and is Past-President of the Board of Directors of the Baltimore Chapter of the Society of Financial Services Professionals.
Contact Brad: firstname.lastname@example.org | (410) 308-9800, ext.1226