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.
Client Service Coordinator
Before joining Sherrill Wealth Management, 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 now coordinates the firm’s business strategy and marketing efforts, strengthening their ability to anticipate and address clients’ needs.
Dannie received her Bachelor of Arts degree from Rollins College. In her free time she enjoys cooking, being outdoors and doing anything together as a family.
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.
We maintain a network of professionals whose knowledge and experience rivals that of the largest firms.
Mortgage / Banking
Charitable Giving Experts