Gardner Sherrill

Enter your text here...

Gardner Sherrill, MBA, CFP®

Principal

Gardner Sherrill is a seasoned professional in the wealth management industry, specializing in investment management, retirement and longevity planning. As an Independent Wealth Advisor and CERTIFIED FINANCIAL PLANNERTM with over 23 years of experience, Gardner is known for spending a great deal of time with each client to fully understand their unique situation, advising them accordingly, and then creating an investment plan tailored to meet their needs and aspirations. By providing personalized financial planning, Gardner helps to ensure that each and every one of his clients gain the opportunity to live a more balanced and rewarding life, knowing that their financial assets are following a solid, well thought-out plan.

Born and raised in Atlanta, Georgia, Gardner received his Bachelor of Arts from Rollins College and his Master of Business from the University of Denver. From there, Gardner quickly followed in his father’s footsteps and began his career in Wealth Management in 1995.  With a passion for learning, Gardner reinvests in annual education initiatives to keep abreast of the ever-changing financial, tax and legal aspects of the financial planning profession.  Over the years he has earned both the Certified Financial Planner and a Certified Trust & Financial Advisor designations.  He completed Cannon Trust School with Honors and has participated in the Chartered Financial Analyst program. 

Standard of Care

During his corporate career, Gardner had the honor of working as a Wealth Manager and Team Leader at some of the most reputable investment firms in the nation. It was largely through the great recession that he recognized corporate mandates & turnover were inhibitors to what he saw as the real value of planning: personalized attention and proactive advice. In 2012, Gardner opened Sherrill Wealth Management and laid out his new approach he calls "Standard of Care" to financial management and advising.

Gardner believes that clients should expect more than excellent planning advice.  Clients are far more knowledgeable today and getting smarter.  He believes in the adage - “No one cares how much you know until they know how much you care.”  Client’s want to be heard, and understood – especially when it comes to their financial assets.

Understanding the complexities of today’s investment options and having the ability to cut through the “noise “ in today’s over–abundance of information, Gardner is committed to helping individuals pursue their goals by offering valuable financial solutions tailored toward their personal situation.

As an Independent Wealth Advisor, Gardner’s incentives are aligned with his client’s success.  Furthermore, Gardner’s ability to explain complex financial topics in plain English has been a recurring compliment.  

Through his personalized approach, Gardner has built his firm from the ground up, satisfying his clients every step of the way. He is passionate about helping his clients live a fulfilling and rewarding retirement.

About Gardner Sherrill

Gardner lives with his wife, Dannie, and their two teenage sons. In his free time, Gardner enjoys reading, running, going on family adventures, and giving back to his community in nearly every capacity which has included serving as a Trustee for New College Foundation and Just for Girls; past planned giving president for the Anna Maria Island Community Center and St. Stephen’s Episcopal School; and has assisted fundraising efforts for the American Red Cross and Ringling Museum of Art.  As a thoughtful, humble, and motivated person, Gardner approaches his life the same way across all facets.

Professional Bio (Click arrow to see more)

If this sounds like a team with whom you would enjoy working, read who we best serve to see if you feel we would be a good fit for your family.


>