MountainOne is pleased to announce that Seth Shepard of Adams, Massachusetts, has been promoted to financial advisor.
In this role, Shepard determines a client’s financial objectives, offers strategic advice on products and services to meet client goals, and manages client assets through portfolio design and retirement solutions. Shepard’s focus is on asset management, portfolio management, retirement planning, and college education planning.
Shepard has been with MountainOne Investments since 2022, most recently as a paraplanner. Shepard is a proud member of MountainOne’s Communications Committee and previously served on the MountainOne 175th Celebration Committee. Prior to joining MountainOne Investments, Shepard was an account manager with Girardi Distributors in Pittsfield, Massachusetts, and a football coach at Mount Ida College in Newton, Massachusetts.
Shepard holds a Bachelor of Science degree in coaching and event operations from Johnson & Wales University. Shepard resides in Adams, Massachusetts, with his wife Brianna, daughter Kennedy, and Australian Shepherd Wynn. In his spare time, he volunteers as a high school football coach.
“It’s a pleasure to announce Seth’s promotion to financial advisor,” said Kevin Dupuis, vice president, operations manager with MountainOne Investments. “He is a dedicated professional whose knowledge and interpersonal skills are ideally suited to this pivotal role within our organization.”
About MountainOne
MountainOne is a mutual holding company headquartered in North Adams, MA. Founded in 1848, MountainOne Bank provides a complete array of personal and business banking and electronic services. MountainOne Bank is Member FDIC and Member DIF. Products and services are offered at full-service offices in the Berkshires (Pittsfield, North Adams, Williamstown) and on Boston’s South Shore (Quincy, Rockland, Scituate).
The financial advisors of MountainOne Investments offer securities and advisory services through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or MountainOne Investments. MountainOne Bank is not a registered broker-dealer or Registered Investment Adviser. MountainOne Bank and MountainOne Insurance are not affiliated with Commonwealth. MountainOne Investments’ main office is at 85 Main Street, Suite 100, North Adams, MA 01247. (413) 664-4025
Insurance and Investments are not insured by the FDIC and are not deposits or obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment.