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Todd D. Shepard, CFP® Thumbnail

Todd D. Shepard, CFP®

Financial Planner and Investment Advisor Representative

P: (860) 313-4833

F: (860) 521-2251

E: TShepard@BaystateFinancial.com


Todd Shepard is a Financial Planner with New England Financial Group. He received his Bachelor of Science degree in Finance from Bryant College and is a CERTIFIED FINANCIAL PLANNER™ (CFP®). Todd served as the Investment Specialist for Ne England Financial Group for twenty years prior to leaving management to focus on the needs of his personal and business clients.

Todd was recognized as a Five Star Wealth Manager™ by Five Star Professional* for seven consecutive years since 2013, featured in the December issues of Connecticut Magazine.

Todd resides in Columbia, CT with his wife, Paula, and their two children.

*The 5 Star Award requires the following disclosure: The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area.