Shawny Adams

client solutions coordinator at Shepherd Financial - Carmel, IN, US

Shawny Adams's Colleagues at Shepherd Financial
Cassaundra Holton

Client Solutions Coordinator

Contact Cassaundra Holton

Leah Sylvester

Director - Retirement Plan Services

Contact Leah Sylvester

Julie Webb

Client Relationship Support Specialist

Contact Julie Webb

Joe Miller

Client Relationship Consultant

Contact Joe Miller

Brad Wells

Client Relationship Consultant

Contact Brad Wells

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Shawny Adams's Contact Details
HQ
317-846-5554
Location
Company
Shepherd Financial
Shawny Adams's Company Details
Shepherd Financial logo, Shepherd Financial contact details

Shepherd Financial

Carmel, IN, US • 20 - 49 Employees
Financial Services

We believe in making a difference in employees'​ lives by helping them on a path for a successful retirement.Through our advisors, we educate and motivate 401(k) participants with informative and personalized tools that will help them improve their financial behavior while giving them access to quality investments. We value keeping total plan costs as reasonable as possible without sacrificing service.We help instill confidence in retirement plan trustees, corporate staff, and participants by guiding them through our established process.Advisory services offered through Shepherd Financial Investment Advisory, LLC or Capital Analysts, LLC, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.comShepherd Financial, LLC and Shepherd Financial Investment Advisory, LLC are independent of and not affiliated with Capital Analysts or Lincoln Investment.

Fiduciary Guidance Investment Selection and Monitoring Partipant Education Retirement Readiness Analysis Individual Wealth Management Employee Engagement Financial Wellness
Details about Shepherd Financial
Frequently Asked Questions about Shawny Adams
Shawny Adams currently works for Shepherd Financial, LLC.
Shawny Adams's role at Shepherd Financial, LLC is client solutions coordinator.
Shawny Adams's email address is ***@shepherdfin.com. To view Shawny Adams's full email address, please signup to ConnectPlex.
Shawny Adams works in the Financial Services industry.
Shawny Adams's colleagues at Shepherd Financial are Cassaundra Holton, Leah Sylvester, Julie Webb, Joe Miller, Cassaundra Couture Holton, Brad Wells and others.
Shawny Adams's phone number is ["+18127460976","+15024996880","+18128535354","+18129220249","+18127533010","+18128582837","+1812467
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