Shepherd Wealth & Retirement
Shepherd Wealth and Retirement is a fee-based Registered Investment Advisory Firm. Shepherd Wealth provides investment management and financial planning services to individuals, retirement plans, business entities, trusts and estates. The content on our LinkedIn page is provided for informational purposes only and is not meant to provide any specific financial, investment or other advice, and should not be relied upon that regard. Nothing on the Page constitutes an offer to sell or solicitation or offer to buy securities or other financial instruments. Shepherd Wealth and Retirement, LLC will not be responsible or liable for LinkedIn, Inc, the LinkedIn website of content of the Page (including any links on the Page) in any way, including being liable for any losses, or direct or indirect damages arising from any errors or omissions in any such content, links or any action or decision made by you or anyone else in reliance on any such content, the LinkedIn website or your use of the Page. Links on our page do not constitute an endorsement of the site being linked to or its content, we do not control, and are not responsible for, any website linked from or to the page, the content of those websites, and the privacy practices of those websites, the third parties named on such websites, or their products and services.
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Verified contacts
4
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- SM
Sherry Miller
Director of Operations · Operations
EmailPhone - DW
David W. Shepherd
Chief Executive Officer · General Business & Management
EmailPhone
Showing 2 of 4 verified contacts
Top roles at Shepherd Wealth & Retirement
3 distinct titles indexed · top 3 shown.
- 2operations associate
- 1chief executive officer
- 1director of operations
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