We are your financial planner team based in Bradenton, Florida
About Sherrill Wealth
We are a highly personalized
& comprehensive investment firm
Specializing in you and your retirement
our mission
We do not try to be all things to all people. Our practice is specifically designed to help those who are near or already in retirement; laser focused on the unique needs and lifestyles of retirees.
We tailor investments toward each client’s specific needs, but also understand that investments are just one piece of the puzzle. We go beyond investments to ensure your entire financial picture including social security, Medicare and all the other financial details are following a solid plan that we communicate to you in plain English every step of the way.
We are intentional about limiting the number of clients we serve. Thoughtful planning not only takes experience but also time. We want to ensure we honor each client by giving them the time and attention they deserve. Our clients stay with us for a long time and the relationships and trust we build together are of utmost importance. Sherrill Wealth is a true partner throughout retirement, and we leave no stone unturned.
Our ideal client is on the cusp of retirement or already retired.
They are looking for a financial planner team who has the knowledge and experience to advise them on income, investments, taxes, Social Security, healthcare, and estate planning. They want a trusted advisor to provide strategies in order to maintain their standard of living throughout retirement.
If you are interested in learning more, please give us a call or send us a message.
Founder and President
R. Gardner Sherrill MBA, CFP
In 2012, I launched Sherrill Wealth so I could work with my clients on the same side of the table to achieve what is important and beneficial to them. In addition, I chose to intentionally limit the number of clients I serve to give each client the attention they need and deserve. It is a privilege to truly know each one of my clients, hear their unique stories and help them fulfill the lifestyle they want throughout their Golden years.
I am an active father of two grown boys. My wife of 27 years, Dannie, and I are enjoying the next phase of life as “empty nesters” but look forward to visits with our boys every chance we get. My ideal vacation is spending time hiking the mountains of North Carolina. On the weekends you can find me perfecting my tennis swing or hunting down the next best tuna taco.
I have spent over 25 years helping Individuals and families live off and enhance their wealth throughout retirement.
Education:
Professional Certifications:
Memberships:
I hold the CFP® designation and earned
my MBA from Denver University
and my B.S. from Rollins College.
· MBA, Denver University
· BA, Rollins College
· CFP® Professional, Certified Financial Planner®
· Cannon Trust School, Honors Graduate
· Series 65 held through CommonWealth
· Estate Planning Council of Manatee County,
Past President, Current Member
· Financial Planning Association-Suncoast,
Current Member
· Manatee Chamber of Commerce
I hold the CFP® designation and earned
my MBA from the University of Denver
and my B.S. from Rollins College.
· MBA, University of Denver
· BA, Rollins College
· CFP® Professional,
Certified Financial Planner®
· Cannon Trust School, Honors Graduate
· Series 65 held through
CommonWealth
· Estate Planning Council of Manatee
County, Past President, Current
Member
· Financial Planning Association-
Suncoast, Current Member
· Manatee Chamber of Commerce
Community Involvement:
Bishop Museum, Board Member (Current)
Manatee Community Foundation, Corporate Ambassador (Current)
Saint Stephen’s Episcopal School Endowment Ambassador (Current)
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
In her role as Client Service Manager, Brenda is deeply committed to ensuring that all clients receive the highest standards of service. From scheduling client meetings to handling client service requests, Brenda is the first point of contact. Brenda's attention to detail, thoughtfulness and friendly personality make her an integral member of the Sherrill Wealth Team.
Prior to working at Sherrill Wealth Brenda taught for more than 30 years with the majority of that time spent in international schools around the world. This gave her the opportunity to travel in Europe, Asia and Africa. Her favorite place from her time spent working and traveling overseas was Indonesia. Brenda received her Bachelor of Arts in Education and English from Trevecca University.
In her free time, Brenda enjoys the beach, traveling, spending time with her son and daughter-in-law (along with her grand dogs) and cooking. Since moving to Bradenton in 2014, Brenda has enjoyed traveling around Florida and the Caribbean.
Dannie B. Sherrill
Project Manager
As Project Manager Dannie helps coordinate the firm’s business strategy and marketing efforts. Dannie’s prior work experience has been in the not-for-profit world for over 20 years assisting donors with charitable giving and helping nonprofits with asset development for operations, capital needs and endowments. Dannie’s first experience working for a nonprofit was for the 1996 centennial Olympic Games in Atlanta. Since then, she has worked for Saint Stephen’s Episcopal School, The Community Foundation of Sarasota County and the Bishop Museum. Dannie currently serves as Vice-Chair of the Manatee Community Foundation in Bradenton.
Dannie is a native of Bradenton and received her Bachelor of Arts degree from Rollins College (where she met Gardner). Dannie can often be found on the tennis or pickleball court. She enjoys traveling to new countries and experiencing the vibrancy and culture of new cities. Her favorite country to travel to is Greece. You can also find her visiting her two boys every chance she gets.
Our Back Office
Commonwealth Financial Network
®
We chose to affiliate with Commonwealth Financial Network® as our Registered Investment Adviser–broker/dealer. Since 1979, Commonwealth has enjoyed a stellar reputation among the financial advisors it serves.
Among the many reasons are:
selective
Commonwealth is extremely selective, turning away more than half of the advisors who want to partner with it. The firm seeks to partner with advisors with an exemplary compliance history; a prudent, balanced approach to investing and managing assets; and a highly personalized way of doing business.
safeguarding
Commonwealth excels in its commitment to safeguarding your privacy and ensuring that your investment data remains secure. Its encryption standards, redundant data centers, and disaster recovery plans make us confident that the information you entrust us with will remain well protected.
proficiency
Fidelity Investments and National Financial Services LLC together ("Fidelity") is an independent company, unaffiliated with Commonwealth or Sherrill Wealth. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments provides clearing, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC
framework
The firm’s Compliance team offers a flexible, responsive framework that allows us to understand what various industry regulations mean and how to work within them to achieve your goals.
Planning Support
Planning Support - Charitable planning, trusts, estates, and social security are just some of the areas we’re able to provide you with guidance through our partnership with Commonwealth Financial Network®, our Registered Investment Adviser–broker/dealer. This highly specialized team of Advanced Planning professionals is available to us as we serve your comprehensive financial planning needs.
Investment Support
Investment Support- As our client, you benefit from a dedicated, full-time team of investment research professionals who specialize in areas ranging from alternative investments to equities and beyond. Through our partnership with Commonwealth Financial Network®, our Registered Investment Adviser–broker/dealer, we have access to an extended office that provides us with timely research, market insights, and guidance for our clients.
Congratulations to Commonwealth Financial Network® on being ranked "#1 in Independent Advisor Satisfaction Among Financial Investment Firms 11 Time in a Row." The company's support helps us better serve our clients, and we're proud to call Commonwealth our partner.
*Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, and 2018-2024 U.S. Financial Advisor Satisfaction Studies. Presented on July 10, 2024, for January to May of 2024, it is based on responses from 4,072 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm's future performance. Your experience may vary. Study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details.
client review
what they have to say
"They provide quality, value, and responsiveness"
"We have been using Sherrill Wealth Management for several years. They provide professionalism, quality, value, and responsiveness. We have and continue to feel very confident with Gardner handling our financial investments."
- Carol & Ed M.
The statement was provided 08/2021 by Carol M. who was a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
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