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Dylan Shepherd

Dylan Shepherd

BS Political Science
Private Wealth Advisor
Lincoln Financial Advisors

Dylan V. Shepherd entered the financial services business in 1999 with Smith Barney and joined Lincoln Financial Advisors in June of 2009. Dylan’s practice is a comprehensive full-service, fee-based wealth management practice dedicated to helping successful business owners and affluent families make wise decisions regarding their wealth. 

Dylan and his team of specialists are skilled “financial architects” helping their clients with the financial and emotional issues involved in gaining financial independence, including investment advice, retirement planning, personal risk management, tax reduction strategies, business succession planning, and estate planning.


Last Updated: 8/15/19