One Focus.

CONNECT

Address:

65 LaSalle Road, Suite 200
West Hartford, CT 06107-2312

Phone:

860-521-2250

Fax/Other:

860-521-2214

Todd D. Shepard

Todd D. Shepard

Financial Services Representative
Financial Planner

Todd Shepard is a Financial Planner with MSI and a Financial Services Representative with New England Financial Group in West Hartford, Connecticut. He received his Bachelor of Science degree in Finance from Bryant College and is a CERTIFIED FINANCIAL PLANNERTM certificant from the College for Financial Planning. Todd served as the Investment Specialist for New England Securities for twenty years prior to leaving management to focus on the needs of his personal and business clients.

Todd has served as President and Chairman of the Connecticut Valley Chapter of the Financial Planning Association. He is also a member of the Hartford County Estate and Business Planning Council. Todd resides in Columbia, Connecticut with his wife Paula and their two children

Todd Shepard was recognized as a Five Star Wealth Manager™ by Five Star Professional* in 2013, featured in the December issue of Connecticut Magazine.

 

*The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administered.

Phone (860) 313-4833
Fax (860) 561-4708
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck