Sherman has over 20 years of experience in the Financial Services Industry and has been dedicated to providing high net worth families with objective advice that assists his clients in the management of their investment interests. His combined experience with Merrill Lynch and Citigroup Global Markets has enabled Sherman to develop personalized, strategic solutions to address the complex needs of businesses and individuals with substantial wealth.
Sherman relies on his extensive experience with the markets and issues common to high net worth families, as well as his team-oriented approach, to deliver an exceptional client experience. Sherman is a Investment Advisor Representative and has a fiduciary duty to his clients, which means he has a fundamental obligation to provide investment advice that always acts in his clients' best interests. His affiliation with Level Four Advisory Services, LLC allows him to leverage a team of specialists that work with him in areas to serve his clients with distinction. (Level Four Advisory Services, LLC is a leading Registered Investment Advisory group which is owned by one of the top accounting firms in the nation, Carr, Riggs & Ingram Capital, LLC).
In 2009, during the Great Recession, driven by his entrepreneurial spirit and a vision to create a more advice centric practice Sherman established his own wealth management practice. Today, Sherman is the Managing Principal of SJF Investment Management. A problem-solver by nature, Sherman studies the individualized objectives of his clients, designing approaches that help address their unique requirements. He strives to create a very hands-on, personal approach within his relationships, fostering a boutique-like experience. He works closely with clients' outside advisors, including attorneys and accountants, to focus on the clients' long-term objectives. This approach has allowed for the implementation of an integrated Wealth Management strategy and helps build and maintain lasting, personal relationships with clients.
Sherman obtained his Bachelor of Science degree in Economics from Bradley University. Sherman also holds the Financial Industry Regulatory Authority (FINRA) security registrations Series 7, 63 (which are held with LPL Financial), and 65 (which are held with Level Four Advisory Services).
Sherman resides in Rome, Georgia with his wife, Ghislaine, daughter Giana, and son Liam. During Sherman’s free time, he enjoys reading, chess, cooking, travelling, and working on his classic Mercedes Benz cars. Sherman and his family are also active members at their church, Cornerstone Church, in Rome, Georgia.