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Heather D

Series 65, Series 63

Clearwater, FL

Shepherds of Capital

Heather Desjardins is the sole advisor at Shepherds of Capital, an independent firm based in Clearwater, FL. She holds the Series 65 and Series 63 licenses and has experience with several financial services and consulting firms since 2015. Outside of her advisory work, she has been involved with private asset management and holds separate insurance-licensing activities. Shepherds of Capital provides investment management, financial planning, and consulting services to individuals, families, trusts, small businesses, charitable organizations, and retirement plan sponsors. The firm follows a stewardship-focused, long-term investment approach using exchange-traded funds, mutual funds, and select individual securities, with clients retaining approval over transactions.

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