We are pleased to announce Bradenton retirement advisor Gardner Sherrill, MBA, CFP® was recently recognized with the 2020 Five Star Wealth Manager award. This is the fourth consecutive year Gardner has been selected.
Gardner is founder and principal of Sherrill Wealth Management based in Bradenton, Florida. He earned a bachelor’s degree from Rollins College and a Masters in Business from the University of Denver. Gardner holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and regularly attends annual programs to increase his knowledge in matters surrounding living in retirement. Gardner specializes in locally managed custom stock, bond and ETF portfolios alongside tax and estate planning to help his clients achieve their retirement and income goals.
The Five Star Wealth Manager award is based on objective research criteria. Five Star Professional’s research team evaluates candidates from across major markets annually on 10 criteria associated with outstanding service. Each of the award winners has shown a commitment to clients and strong industry credentials, and has been evaluated on the quality of his or her practice. For more information on the Five Star award and the research/selection methodology, view the 1-minute video:
*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 687 Southwest Florida wealth managers were considered for the award; 74 (11 % of candidates) were named 2020 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.