FAY SHEPPARD

Examiner
DISC Type : cs

Managing Director - Investment Officer at Wells Fargo Advisors

New York City Metropolitan Area, United States

Overview

Fay Sheppard is a Managing Director and Investment Officer at Wells Fargo Advisors with over 25 years of experience in finance. A multi-year Platinum Council recipient, she holds a Certificate in Financial Planning from Merrimack College and previously managed the Health Care and Non-Profit area for Fleet Bank.

Fay is deeply engaged in the New Haven community. She has served on the boards of the Jewish Federation, United Way, and Anti-Defamation League. Her commitment has been recognized with honors like the Outstanding Woman of the Year from the New Haven YWCA and as a special honoree from the JCC.

As a child of Holocaust survivors, she has been a pivotal figure in the creation and care of the New Haven Holocaust Memorial.

Personality Overview

Late Adopter

Process Oriented

Tough To Convince

They do not like taking risks at all and go for proven options in the end.  Being observant comes to them naturally. They are quite aware of their needs and limitations, so they are unlikely to over-promise.

Topics They Care About

Investment Strategy
Her role is centered on creating personalized investment plans, and she often shares reports on portfolio strategy and market volatility.
Community Leadership
She has served on numerous boards, including for the New Haven Symphony Orchestra, and has been formally honored for her community contributions.
Holocaust Remembrance
As a child of survivors, she is a longtime leader in her community's Holocaust commemoration committee and the New Haven Holocaust Memorial.

Media Appearances

FAY SHEPPARD - NEW HAVEN, Connecticut - Financial Advisor - Wells Fargo Advisors. Featured in Wells Fargo Advisors

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Fay Sheppard – Videos Detail. Featured in Wells Fargo Advisors

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Work History

1-2009
Managing Director - Investment Officer at Wells Fargo Advisors
8-1996 - 12-2008
A.V.P. at Merrill Lynch
3-1974 - 8-1994
SVP at CBT

Education

Certificate in Financial Planning from Merrimack College
Education details unavailable from Plainfield High School

More Information

Social Presence :

Prographics :

Exp : 50 Location : New York City Metropolitan Area, United States Job Level : Mid-senior Designation : Managing Director - Investment Officer at Wells Fargo Advisors
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Insights For Selling To FAY

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with FAY is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from FAY

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will FAY move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can FAY take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And FAY

Personality Compatibility


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