Todd D. Shepard

Todd D. Shepard

Financial Services Representative
Financial Planner

Todd Shepard is a Financial Planner with MMLIS Investors, Services, Inc. and a Financial Planner 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 Shepard was recognized as a Five Star Wealth Manager™ by Five Star Professional* for six consecutive years since 2013, featured in the December issue of Connecticut Magazine

Todd resides in Columbia, Connecticut with his wife Paula and their two children.

 

 

 

Phone (860) 313-4833
Fax (860) 561-4708