Tyler Sherwood,
CFP®, APMA® Wealth AdvisorAs a Wealth Advisor, Tyler Sherwood works closely with our Operations Team, Wealth Advisors, and clients to help execute all aspects of our client’s experience. He is instrumental in conveying financial advice, guidance, and providing comprehensive service to an already established and matured client base. He has an essential role in helping fulfill our team’s mission while elevating our service to help ensure client’s needs are met and expectations are exceeded.
Tyler was attracted to the industry because of his passion for helping others, especially when it comes to teaching others about the complex industry, which is known for being highly technical and confusing to many. However, Tyler can break down these details into relatable and understandable terms. Tyler will take a holistic approach that encompasses each aspect of one’s life from estate planning, insurance, debt management, tax efficiency, and education planning. In addition to working to make our client’s goals a reality, he also aims to give each client a sense of relief when navigating their finances so they can work more confidently toward financial independence.
Before joining our team in 2020, Tyler began his career with Ameriprise Financial in 2016. His first role was as a Financial Planning Specialist, where he ran financial plans for the firm, which allowed him to verify that goals were on target and objectives were in place to help reach new goals. This ground-level view was the perfect introduction to the industry before becoming a Financial Advisor in 2017 where he worked directly with clients through comprehensive planning and managing assets.
Tyler earned a Bachelor of Science in Marketing from Oklahoma Wesleyan University. Beyond his formal education, he continues to be dedicated to professional development and continually increasing his knowledge base. He has earned the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) designation as well as the Accredited Portfolio Management Advisor (APMA®) certification from the College for Financial Planning.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James does not provide tax services. Please discuss these matters with the appropriate professional.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
