Sherman has 20 years of experience in the Financial Services Industry and has been dedicated to providing business owners, physicians, dentists and families with an individually tailored approach to pursue their personal and business financial objectives. 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.
Driven by his entrepreneurial spirit and a vision to create a more advice centric practice which is not focused on selling ‘product’, Sherman established his own wealth management practice in 2009 and affiliated with LPL Financial, the nation’s largest independent broker dealer (As reported by Financial Planning magazine, June 1996-2017, based on total revenue).
In 2013, Sherman affiliated with Level Four Advisory Services, a leading Registered Investment Advisory group. Level Four Advisory Services, provides extensive business development, operational, compliance and supervisory support to financial professionals seeking to create a holistic wealth management practice.
Today, Sherman is the Managing Principal of SJF Investment Management. His independent status allows him to provide his clients with objective investment advice that address his client's needs. LPL Financial does not offer any proprietary products, this independent platform helps preserve the integrity of his investment advice.
The financial professionals at SJF Investment Management concentrate on offering affluent families, businesses and medical professionals with access to a comprehensive range of wealth management services and solutions including: financial planning, investment management, stock option analysis, hedging and monetization of concentrated equity positions, and retirement plans for small to mid-sized corporations.
He has worked 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 helped 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, son Liam and their German shepherd dog, Simba. During Sherman’s free time, he enjoys reading, chess, cooking, travelling, and painting.
Sherman and his family are also active at their church, Cornerstone Church, in Rome, Georgia.