Valerie Scott

Client Service Coordinator at Shepherd Financial - Carmel, IN, US

Valerie Scott's Colleagues at Shepherd Financial
Holly Willman

Director - Creative & Strategic Operations

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Leah Hill

Director - Retirement Plan Services

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Nick CRPS

Retirement Solutions Consultant, CRPS

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Danielle CFPA

Client Relationship Consultant

Contact Danielle CFPA

Ronnie Donofrio

Sales

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Miranda Gehrke

Client Solutions Coordinator

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George Lauck

Wealth Advisor

Contact George Lauck

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Valerie Scott's Contact Details
Email (Verified)
***@shepherdfin.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
317-846-5554
Location
Company
Shepherd Financial
Valerie Scott'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
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Frequently Asked Questions about Valerie Scott
Valerie Scott currently works for Shepherd Financial, LLC.
Valerie Scott's role at Shepherd Financial, LLC is Client Service Coordinator.
Valerie Scott's email address is ***@shepherdfin.com. To view Valerie Scott's full email address, please signup to ConnectPlex.
Valerie Scott works in the Financial Services industry.
Valerie Scott's colleagues at Shepherd Financial are Holly Willman, Leah Hill, Nick CRPS, Danielle CFPA, Ronnie Donofrio, Miranda Gehrke, George Lauck and others.
Valerie Scott's phone number is 317-846-5554
See more information about Valerie Scott