Christopher Shepler, CFA, CEPA
Professional ExitMap Planner / Featured
Vice President & Investment Officer, Fiduciary Trust Company ➤
As an Vice President of Fiduciary Trust Company, Christopher Shepler has long had a passion for investments, and enjoys adding value for clients by proposing structures and vehicles for their assets which can help minimize tax obligations and preserve and grow wealth. He prioritizes listening and building deep relationships with clients to truly come to understand their needs.
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- Listing ID: 7265
- Professional Class: Exit Planner, Financial Planner