At this dinner meeting, Synovus Bank Investment Advisor/Banker, Andrew Sheppard will discuss the following: Global Economic Outlook Domestic Economic Outlook Washington’s Balance Sheet The Federal Reserve State and Regional Data Timely Issues In The Headlines Oil Prices and the Dollar The Global Interest Rate Environment Our Outlook For The Economy Interest Rates The Financial Markets
About our speaker: Andrew W. Sheppard is a third-generation native of Fort Myers and has served the Southwest Florida community since 1983, bringing more than 30 years of experience in portfolio management and trust administration. He received his masters and bachelor of business administration degrees from Florida Atlantic University and is a CERTIFIED FINANCIAL PLANNER™ professional. Mr. Sheppard’s role on the Synovus Private Client Group’s team is to provide comprehensive investment management to high net worth individuals, families and foundations, with a holistic focus on all facets of the client’s overall financial picture. The Synovus Private Client Group has extensive experience addressing issues including estate planning, effects of taxation, risk management, cash management and credit needs. The goal is to provide coordinated, tax efficient and cost effective solutions for the complex needs of a client relationship.
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Bay Area Manufacturers Association
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