David Shepherd

David C. Shepherd, CIMA®
Investment Manager Truist Bank

400 S Park Ave

Suite 200,

Winter Park, FL 32789-4307

David.Shepherd@truist.com

Phone (407) 621-6210

Get directions

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About me

Background

David Shepherd is an Investment Manager with Truist Bank. He offers clients more than 25 years of investment management experience through a team approach that brings together specialists in investments, financial planning, credit, and estate strategies.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelors in Chemical Engineering
Auburn University
Masters in Mathematics Education
Auburn University

Personal Interests

David is active in Habitat for Humanity and is a member of the Investments and Wealth Institute.

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