Gardner Sherrill is a CERTIFIED FINANCIAL PLANNER™ with over 20 years of experience in advising families, independent women, and entrepreneurs who are near or in retirement. Gardner believes whole-heartedly that by providing individual financial guidance he enables his clients to live a more balanced and rewarding life.
During Gardner’s career as a wealth manager and team leader at some of the most reputable brokerage firms and trust banks, he recognized that the financial advisory industry was at a crossroads. He opened Sherrill Wealth Management in 2012 because he saw a need for clients to be better heard and understood. With the rebranding of Shoreline Financial Partners in January of 2017, Gardner looks forward to continuing to offer his clients high-level management and truly personalized care.
He believes that Shoreline’s value-add isn’t necessarily just information, since people can find plenty of that on the internet. He believes success today requires filtering the noise and relating pertinent information tailored to an individual’s personal needs and capacity.
"We feel very confident in saying that, while some people like making their own decisions, the majority would benefit from working with a financial advisor to understand all the options available, to validate or challenge their views, and to help them build a plan that makes sense for their individual situation from the ground up," Gardner says.
He is also committed to helping those who have lost a partner to find their feet and get them on the road to financial stability as quickly as possible.
“I made it part of my practice many years ago to try and get every non-financial spouse to recognize that one day they may be responsible for picking up this role and that they should start now to become more comfortable with those duties and responsibilities,” he says. “A lack of knowledge or communication can translate into real crisis when there is the sudden loss of a partner who handles the money matters. Having a team of advisors in place can be crucial in reducing worry about finances and maintaining financial stability into the future.”
Born in Atlanta, Ga., Gardner received his Bachelor of Arts from Rollins College and his Master of Business Administration from the University of Denver. Following in his father’s footsteps, he began his career in wealth management at the very bank his father worked at as a private banker for more than 35 years. He is a CERTIFIED FINANCIAL PLANNERTM and Certified Trust & Financial Advisor, graduating with honors from the Canon Trust School.
Gardner is a member of the Financial Planning Association of the Suncoast, a past president of the Estate Planning Council of Manatee County, and past president of the Florida Financial Alliance. He is also a member of American Mensa.
Engaging with his home community is a priority for Gardner – he has numerous community involvements, which have included serving as a trustee for the New College Foundation and Just for Girls, past planned giving president of the Anna Maria Island Community Center and St. Stephen Episcopal School, and has assisted in fundraising efforts for the American Red Cross and Ringling Museum of Art.
He has earned honors including being named a Finalist in the 2016 Manatee Chamber Small Business Awards, and 2015 LPL Financial Freedom Club Level Award based on annual production. He has earned an A+ rating from the Better Business Bureau.
He lives with his wife, Danielle, a native of Bradenton, and their two young sons. In his free time, Sherrill enjoys his involvement with several local foundations, reading, riding his bike, and going on family adventures.
Gardner can be reached at email@example.com