Brad Sherman
- Role
- President at Sherman Wealth Management
- Location
- Rockville, MD, US
- LinkedIn followers
- 500 followers
About Brad Sherman
Life is complicated; Your Finances don\'t have to be. We\'re helping young couples and…
Experience
President
May 2013 — Present
As Founder and President of Sherman Wealth Management, I provide clients with customized financial strategies, designed to help each client pursue their own unique long-term financial goals. I help clients navigate the often-overwhelming selection of wealth solutions and financial tools, in order to create a customized plan, and make suitable recommendations for each client’s specific goals and timeline. I understand that younger investors are at a different stage in their life than those nearing retirement and each has unique expectations and goals. I therefore create financial strategies that are designed to pursue savings for future life milestones, based on the lifestyle that clients want now. I take pride in providing each of my clients with personalized attention, regardless of the size of their financial profile.
Skills
- Wealth Preservation
- Financial Modeling
- High Net Worth Individuals
- Portfolio Management
- Asset Allocation
- Wills
- Estate Planning
- Cient Service
- Customer Service
- Investments
- Financial Risk Management
- 401k Rollovers
- Investment Strategies
- Life Insurance
- Retirement Planning
- Financial Planning
- Ria
- Wealth Management
- Municipal Bonds
- College Education Planning
- Wealth Management Services
- Financial Planners
- Etfs
- Generation Y
- Financial Statements
- Finance
- Financial Markets
- Managerial Finance
- Mutual Funds
- Investment Advisor
- Financial Advisory
- Securities
- Long-Term Customer Relationships
- Millennials
- Investment Management
- Tax-Advantaged Investment Strategies
- Financial Risk
- Wealth Building
- Wealth Preservation Planning
- Financial Analysis
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