Helping you plan, grow, and protect your wealth.
Financial Planning, Investment advisory, and Insurance services.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
Keywords: Certified Financial Planner, Investment Advisory, Insurance, Financial Planning Bradenton, Sarasota, Lakewood Ranch, Palmetto, Parish, Ellenton
Interview Q&A
How long have you been in business?
18 Years
What is your primary product or service?
Financial advice and management.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
I've always enjoyed learning and intellectual challenges. I also like making a positive impact on others by inspiring and coaching through the peaks and valleys of life. I worked in the service industry in the early 90's and earned my Master in Business in 1995. I got into a bank credit training program to cut my teeth in business. This led to Private Banking and Investment management.
How do you differentiate yourself from other businesses in your category and area?
I can take a long term view and focus on relationships as I don't have shareholders requiring quarterly updates. No one tells me what to sell or what inventory needs to be moved. I can invest in great technology, partner with talented resources, not concern my self with employee turnover and provide a great service to a smaller client base.
How many locations do you have and do you have plans to expand?
One - No I don't.
Provide detailed directions to your location
Downtown Bradenton in the SunTrust Bank building. Across the street from the renovated Pink Hotel - soon to be Hampton Suites.
What type of payments do you accept?
Primarily fee for service from accounts under management. In some cases products may have commissions built into them. In all cases, costs are fully disclosed and transparent to the extent possible.
Which areas do you service?
Most clients are local at least part-time but I do have some that I work with over Skype.
Who owns your company or runs daily operations?
Gardner Sherrill
What are your hours of operation?
9-5 Monday - Friday
What is the best compliment anyone can give you?
That I exceed expectations and helped them address their unique needs and concerns.
What is your favorite quote or Bible verse?
Planning is everything. The plan is nothing. Dwight D Eisenhower.
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