​​​​Your Personal CFO

Our Dedicated Team

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®


Welcome! I have spent my entire career helping clients manage their wealth specializing in investment management for people in or near retirement. Much of my 25-year career was spent as a Wealth Manager and Team Leader at some of the largest and most reputable firms in the nation. Over time, I continuously observed how large investment firms seemed more focused on the firm’s interests rather than the client’s interests. I wanted to change that. 

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, their risk tolerance 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, 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.


· MBA, University of Denver

· BA, Rollins College

Professional Certifications:


· Cannon Trust School, Honors Graduate 

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


· 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.

LPL Financial
Dedicated Service Team*

With more than 50 years of experience working with firms like Sherrill Wealth Management, LPL Financial has become one of the world’s largest providers of financial services.

We choose to hold our client’s investment and retirement accounts at LPL Financial because of their:

  • Innovative solutions
  • Low-cost investment options
  • Robust research
  • Industry-leading technology
  • We also value the unparalleled support they provide to make sure we are giving our clients the best possible experience when working with our firm.

    Through LPL Financial, our firm is equipped with an experienced and dedicated client service team and specialized consulting groups to help us address unique opportunities that might impact our client’s needs.  See here for LPL Financial “at-a-glance”.   

    *Image is a stock phone.  The individuals pictured are not employees of LPL Financial

    Not Affiliated with LPL Financial

    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 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:



    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