Pinnacle Investments
43yrs
Top advisor by experience in Beverly
20yrs
Thomas Shepherd
Full name on record: Thomas Eugene Shepherd
Financial advisor at Bluedoor Private Wealth
Thomas Shepherd is a fiduciary financial advisor in Beverly, Massachusetts, with 20 years in the industry. After a year at MML Investors Services, Thomas joined Bluedoor Private Wealth in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. Bluedoor Private Wealth reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 111 advisors with offices in Beverly, and one of 98 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?More experience than 60% of advisors at Bluedoor Private Wealth
Office50 Dunham Ridge Suite 1250, Beverly, MA 01915
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.47 million
Advisors at the firm5
States licensed ?1 state
Services through Bluedoor Private Wealth
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
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
- Apr 2026 – nowBluedoor Private Wealth, LLCCurrent firm
- Feb 2025 – Sep 2025MML Investors Services, LLCPreviously
Contact Thomas
(781) 810-4604Bluedoor Private Wealth main office 50 Dunham Ridge Suite 1250Beverly, MA 01915Office · Get directions Firm websitewww.bluedoorprivate.com
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Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Bluedoor Private Wealth at (781) 810-4604 and ask for Thomas Shepherd. Thomas works from the Beverly, MA office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2007, about 20 years. More experience than 60% of advisors at Bluedoor Private Wealth.
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?
Bluedoor Private Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. 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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