OUR 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®
Principal
Gardner Sherrill is an experienced 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.
Click for Research Methodology
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.
Dannie Sherrill
Project Manager
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.
Strategic Partner
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 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 Giving Experts