Brian Davies- Financial Advisor Winchester, MA

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About Brian Davies

Founded in 1988 by Mark Shepherd, Shepherd Financial Partners was born of a passion serving clients through their most difficult transitions. We understand that life is complex and ever-evolving. We believe your wealth management strategy should be just as dynamic.

Mark saw value in taking a more strategic whole-team approach to work with clients. He assembled an experienced team comprised of seasoned managers who bring different experiences, skills, and insights to the table. This holistic methodology provides a personalized, in-depth, and more productive relationship. Clients are always encouraged to engage, get answers to their most pressing questions, and find the right type of counsel for any situation. We manage your entire financial picture investment management, insurance, estate planning, tax planning, wealth transition, and more.

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General Information

Compliance

Qualifications & Membership

Compensation and Fees

Education

MBA -

Suffolk University
01/01/1998 -5/1/2002

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892678/paladinregistry-Shepherd-Financial-Partners-detailed-disclosure.html

Disclaimer

Financial planning and investment advice offered through Shepherd Financial Partners, LLC, a registered investment advisor. Securities offered through LPL Financial, Member FINRA / SIPC. Shepherd Financial Partners and LPL Financial are separate entities.

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Brian Davies

Shepherd Financial Partners