Sherman has 17 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 1996-2016, based on total revenue).
Today, Sherman is the Managing Principal of SJF Investment Management. His independent status allows him to provide his clients with objective, unbiased investment advice that addresses his client's needs and 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. While at Merrill Lynch he completed the Certified Financial Manager (CFM) curriculum, a financial planning designation. While at Citigroup Global Markets, Sherman completed the Financial Planning Specialist (FPS) program, a financial planning designation. Sherman also holds the Financial Industry Regulatory Authority (FINRA) security registrations Series 7 and 63 registrations (held with LPL Financial) and Series 65 registration (held with Level Four Advisory Services and LPL Financial).
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 mentoring high school and college students on basic financial literacy and career skill cultivation. Sherman and his family are also active at their hurch, Cornerstone Church, in Rome, Georgia.