FAY SHEPPARD in

FAY SHEPPARD

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Managing Director - Investment Officer at Wells Fargo Advisors
📍 New York City Metropolitan Area, United States

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.

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Experience
50 Years
Current Role
Managing Director - Investment Officer
Job Level
Mid-senior
Location
New York City Metropolitan Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics FAY cares 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.
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Career

Work history

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

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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Education
Certificate in Financial Planning
Merrimack College
Education details unavailable
Plainfield High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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