EJ
Edward Jones - Financial Advisor: Brian D Shepherd, CFP®|CEPA®|AAMS®
Personalized financial planning to help you achieve your life goals with expertise and care.
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About Edward Jones - Financial Advisor: Brian D Shepherd, CFP®|CEPA®|AAMS®
Brian D Shepherd, a certified financial advisor with Edward Jones in Garland, TX, offers comprehensive financial planning services including retirement, investment, and estate planning. With credentials like CFP®, CEPA®, and AAMS®, he provides personalized strategies to help individuals and families build wealth, manage risk, and secure their financial future in a trusted, client-focused environment.
Location
401 W Centerville Rd Suite 4, Garland, TX 75041, USA
Services Offered
Retirement Planning
Custom strategies for retirement savings, income planning, and Social Security optimization.
Investment Management
Personalized portfolio management and asset allocation based on your financial goals.
Estate Planning
Guidance on wills, trusts, and legacy planning to protect and transfer wealth.
Business Exit Planning
Specialized advice for business owners on succession and exit strategies using CEPA® expertise.
Financial Education
Workshops and one-on-one sessions to improve financial literacy and decision-making.
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