PNC Wealth Management
26yrs
Top advisor by experience in Sebastian
21yrs
Thomas Shepherd is a fiduciary financial advisor in Sebastian, Florida, with 21 years in the industry. Thomas joined Primerica Advisors in 2026, a firm offering investment management. Primerica Advisors reports being paid through a percentage of assets.
One of 10 advisors with offices in Sebastian, and one of 10 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?Top 20% by experience in Sebastian
Office1627 US Highway 1 Suite 215a, Sebastian, FL 32958
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?1 state
Services through Primerica Advisors
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2026 – nowPFS Investments Inc.Current firm
Contact Thomas
(833) 786-0550Firm headquarters in Duluth, GA. Ask for Thomas. 1627 US Highway 1 Suite 215aSebastian, FL 32958Office · Get directions X (Twitter) pagePrimerica Advisors
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Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Thomas
How do I contact Thomas?
Call Primerica Advisors at (833) 786-0550 and ask for Thomas Shepherd. Thomas works from the Sebastian, FL office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2005, about 21 years. Top 20% by experience in Sebastian.
What licenses does Thomas hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Thomas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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