New Wealth Management firm opens in Bradenton
August 30, 2012New Wealth Management firm opens in Bradenton
Bradenton, Fl - Gardner Sherrill, MBA, CFP® a longtime local resident of Bradenton and Wealth Advisor has partnered with LPL Financial, the nation’s leading independent broker-dealer firm*, to open a local Concierge Financial Services firm. Gardner has practiced financial planning for the past 17 years, most recently with Wells Fargo and Northern Trust.
“I see great value in the old model of building one-on-one relationships with clients, offering personalized attention and financial guidance. LPL Financial has the tools and resources to help me provide unbiased and customized solutions to my clients. Their focus is on the client specifically and that’s in line with my philosophy.”
As many firms have been consolidating operations to Sarasota, Sherrill feels there is also a need to provide a collaborative & concierge level of service in Bradenton.
About Sherrill Wealth Management
Sherrill Wealth Management was started in response to the need for more personalized service combined with clear & objective advice. Our mission is to gain a deep understanding of our client’s goals and improve the outcomes of their financial lives by shifting the focus of their efforts to areas in which they have the most control. We work very closely with each client to make sure we have created the most appropriate financial strategy to address both their near term and long term objectives. For more information, visit www.sherrillwealth.com -
About LPL Financial
LPL Financial was founded with a pioneering vision: to help entrepreneurial financial advisors establish successful businesses through which they could offer truly independent financial guidance and advice. Today they provide an integrated platform of proprietary technology, brokerage, and investment advisory services to over 13,000 financial advisors as the nation’s largest independent broker/dealer,* making us a leading distributor of financial products in the United States. In addition, we support over 4,000 financial advisors with customized clearing, advisory platform, and technology solutions.
*As reported by Financial Planning Magazine, June 1996-2012, based on total revenue.