Broker Check
Mark L. Sheppard RFC®

Mark L. Sheppard RFC®

Investment Advisor Representative/Senior Partner

Mark L. Sheppard is a Registered Financial Consultant, RFC® and serves clients as a Financial Advisor and an Investment Advisor Representative.

After graduating college, Mark had the good fortune of being mentored by a senior advisor before eventually co-founding his own independent practice with Jason in 2005. Mark holds FINRA Series 6, 7, 63 and 65 securities licenses and insurance licenses in Florida, North Carolina, South Carolina, New Jersey, Massachusetts and New York.

Mark is a fifth generation native of Ontario County. He currently serves as a strong community advocate including his 30 year membership in the Rotary Club of Canandaigua volunteering as President in 2001 and is a two time Paul Harris Award Recipient for service.

Mark enjoys spending time with his clients and family. One of his favorite avocations is hiking the high peaks in the Adirondacks with his wife of 32 years, Robin, a PhD chemist at Xerox and their two sons.