Your Family CFO


Comprehensive Wealth Management

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.  

Gardner Sherrill, MBA, CFP®

Principal

Welcome! I have spent my entire 25 year career helping families live off and enhance their nest-eggs throughout their retirement. Much of my experience was spent as a Wealth Manager and Team Leader at a couple of the largest and most reputable firms in the nation. I greatly appreciate all I learned in those formative years but ultimately I decided I wanted to have less clients, deeper relationships, and better work-life balance than a pure profit motivated institution is able to handle.

In 2012, I launched Sherrill Wealth Management so I could work with my clients on the same side of the table to achieve what’s important and beneficial to them. Everyone has a different relationship and situation with money. Some of my clients don't like to think about it and would rather spend their energy elsewhere. Other clients save aggressively so they have the freedom to retire early. I feel privileged to get to speak confidentially with all types of people and learn about a private topic most people don’t often share. I spend a great deal of time with each client to fully understand their unique situation, and then advise them accordingly to create an investment plan tailored to address their needs.  It is extremely rewarding to help my clients lead the lives they desire knowing that their financial assets are following a solid, well thought-out plan.

When I’m not working on behalf of my clients, or teaching classes for State College of Florida, you can find me with my wife (Dannie) and our two teenage sons (R.G. and Charlie), perfecting my tennis swing, or hunting down the next best tuna taco.

Education:

· MBA, University of Denver

· BA, Rollins College

Professional Certifications:

· CFP® , CERTIFIED FINANCIAL PLANNERTM 

· Cannon Trust School, Honors Graduate 

· Series 7, 63, 65 & 24 held through LPL 

Memberships:

· Estate Planning Council of Manatee County, Past President, Current Member 

· Financial Planning Association-Suncoast, Current Member 

· Manatee Chamber of Commerce 

· Financial Planning Association

Community Involvement:

Manatee Community Foundation, Corporate Ambassador 

New College Foundation, Past Trustee 

Florida Financial Alliance, Past President 

Anna Maria Island Community Center, Past Planned Giving President 

Saint Stephen’s Episcopal School, Past Planned Giving President 

Ringling Museum of Art, Past Development Committee Member 

American Red Cross, Past Capital Campaign Chair 

Pace Center for Girls, Past Trustee 

Leadership Gulf Coast, class of 2011 

Leadership Manatee, class of 2002

Brenda Mains
Client Service Manager

Brenda Mains is the Client Services Manager 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 more than 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.

Dannie Sherrill
Project Manager 

Dannie worked in the not-for-profit world for over 18 years helping some of the biggest non-profits in the community raise funds for operations, complete expansive capital campaigns and grow their endowments. The clients and donors she served worked hard for their money and were passionate about giving back. Through this experience she gained expertise in project management and relationship building. 

Dannie is a native of Bradenton and  received her Bachelor of Arts degree from Rollins College.  She is active as a Trustee for the Manatee Community Foundation and a member of the Entre Nous Women's Service Club.  In her free time she enjoys cooking, being outdoors and doing anything together as a family.

The Rest of Your Team

We maintain a network of professionals whose knowledge and experience rivals that of the largest firms.

This includes:

Accountants

Attorneys

Insurance Experts

Mortgage / Banking 

Charitable Experts 

Step 1:  Schedule Your 15-minute Phone Call


This phone call will give us both a chance to make sure your situation matches our expertise