Financial planners merge firms


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  • | 1:06 p.m. January 13, 2017
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  • Manatee-Sarasota
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BRADENTON — A pair of existing Manatee County financial managers have merged to form Shoreline Financial Partners.

Sherrill Wealth Management and Wood Investment Management say their partnership will allow them to avoid a “pre-packaged agenda with proprietary products and profit-sharing agreements that steer clients to certain products.”

Gardner Sherrill and Danny Wood will offer financial planning and retirement strategies, estate counseling and conservation, investment management, advice on 401k and IRA accounts, insurance and annuities and tax and risk management.

 

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