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Bill Shepherd
Fisher Investments Senior Vice President
Serving Colorado/Oklahoma
Bill Shepherd is a seasoned financial professional with over 30 years of experience, who has been with Fisher Investments since 2006. Based in Denver, Bill works with private clients in Colorado and throughout the Midwest. Originally from Boston, Bill earned his degree in finance in Philadelphia before helping establish an international wealth management firm in Frankfurt, Germany. Bill helped expand the business throughout Europe and Asia. He and his family relocated first to London and then to Singapore so Bill could continue traveling and building the business there. He then returned to the United States and began working for Fisher Investments. He enjoys skiing, cycling and hiking. Bill can review and evaluate your current financial situation, discuss your investment goals and objectives, and explain Fisher Investments’ approach to investing. For more information you can request a meeting and access to other resources by contacting Bill at 303-903-7340 today.
Working With Your Regional Vice President
As your first point of contact at Fisher Investments, your Regional Vice President will hold an in-person meeting to discuss your needs and desires for retirement. With a thorough understanding of your situation, your Regional Vice President will share how Fisher Investments can build an investment strategy tailored to meet your retirement goals.
If you decide Fisher Investments is a good fit for you, your Regional Vice President will guide you through the process of becoming a client. He will offer resources Fisher makes available to clients like you, including live seminars and quarterly reports. He will also introduce you to your Investment Counselor, who will be your dedicated contact on your journey as a Fisher Investments client.
For more information about Fisher Investments, please visit the official company website.
Working With Your Regional Vice President
As your first point of contact at Fisher Investments, your Regional Vice President will hold an in-person meeting to discuss your needs and desires for retirement. With a thorough understanding of your situation, your Regional Vice President will share how Fisher Investments can build an investment strategy tailored to meet your retirement goals.
If you decide Fisher Investments is a good fit for you, your Regional Vice President will guide you through the process of becoming a client. He will offer resources Fisher makes available to clients like you, including live seminars and quarterly reports. He will also introduce you to your Investment Counselor, who will be your dedicated contact on your journey as a Fisher Investments client.
For more information about Fisher Investments, please visit the official company website.
What are the Advantages of the Private Client Group?
Proactive Customer Service
Tailored Portfolio Strategy
Ongoing Education
Visit Fisher Investments to learn how we can help you achieve your financial goals or contact Bill Shepherd directly:
