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Seth Shepard

Seth Shepard

Investment Advisor

North Adams

Seth joined MountainOne Investments in 2022 and has over 2 years of experience as a financial services professional. He specializes in retirement and college planning as well as advisory-based asset management. He enjoys working closely with clients to help them achieve their financial goals and objectives. Seth earned his Bachelor’s degree in Sports, Entertainment and Event Management from Johnson & Wales University. He currently holds the FINRA SIE and Series 7 and 66 registrations as an Investment Adviser Representative of Commonwealth Financial Network®. After years of coaching collegiate football, he volunteers in the local community with student athletes. Seth and his wife reside in Adams, MA with their daughter and their Australian Shepherd.

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    HOLIDAY NOTICE: In observance of Memorial Day, all MountainOne offices will be closed Monday, May 27. As always, our Digital Banking services are available 24 hours a day.