Your Team

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As an Independent Financial Advisory Firm our team provides the intimacy and personal attention of a small boutique with global resources of one of the world's largest financial services firms.  We are proactive, easy to reach, and highly responsive to our clients.

Gardner Sherrill, MBA, CFP®

Principal

gardner sherrill

Gardner Sherrill is a CERTIFIED FINANCIAL PLANNER™ with 20 years of experience in advising families , independent women, and entrepreneurs who are near or in retirement. Gardner believes whole-heartedly that by providing individual financial guidance he enables his clients to live a more balanced and rewarding life.

During his career as a Wealth Manager and team leader at some of the most admired Brokerage Firms and Trust Banks, Gardner recognized that the Financial Advisory Industry was at a cross-road. Gardner started Sherrill Wealth Management in 2012 because he saw the undeniable need for clients to be better heard and understood.

As an independent financial advisor he is better able to provide financial guidance through more personalized services and objective advice.

Understanding the complexities of today’s investment options and 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.

Born In Atlanta, Georgia, Gardner received his Bachelors of Arts from Rollins College and his Master of Business from the University of Denver. Following in his father’s footsteps, Gardner began his career in Wealth Management at the very bank his father worked at as a private banker for over 35 years. Gardner lives with his wife, Danielle a native of Bradenton, and their 2 young sons. In his free time, Gardner enjoys his involvement with several local foundations, reading, riding his bike, and going on family adventures.

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Brenda Mains

Client Service Coordinator

Brenda Mains is the Client Services Coordinator for Sherrill Wealth Management. In her role, Brenda is deeply committed to ensuring that all clients receive the highest standards of service.

Prior to working at Sherrill Wealth Management, Brenda taught for over 30 years with the majority of that time spent in international schools around the world. Brenda most recently worked as a Head Teacher and Office Manager for a well-known tutoring company.

Brenda received her Bachelor of Arts in Education and English from Trevecca University and has held a Teaching Certification from the State of Florida since 1973.

Brenda’s attention to detail, thoughtfulness and friendly personality make her an integral member of the Sherrill Wealth Management Team.

In her free time, Brenda enjoys the beach, spending time with her son and daughter-in-law (and her granddogs), cooking, and being entertained by her English bulldog, Bubbawalla.

Asset safety is provided by LPL Financial, a leading financial institution with over $350 billion in client assets.  Sherrill Wealth Management leverages LPL's size and scale in order to provide our clients with enhanced safety and resources.


The rest of our team

We have intentionally limited the size of our firm to ensure that every client receives the very highest level of personalized service. Despite our small size, we maintain a network of professionals whose knowledge and experience rivals that of the largest firms. This includes:

Accountants

Attorneys

Insurance Experts

Mortgage / Banking Experts

Charitable Giving Experts

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.

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