Chuck Sherman,

With more than 24 years in the financial services industry, Chuck offers knowledgeable guidance to help families and professionals strategically pursue their goals. He provides comprehensive financial planning support with a specialty in developing portfolios tailored to clients’ risk tolerance and time horizon. Reliable and an attentive listener, Chuck seeks to foster a lasting relationship with each client and be their trusted advisor for every financial need.

In 2023, Chuck was named to the Raymond James Chairman’s Council, an honor presented annually to a select group of advisors reflecting their achievements.* He was recognized by Forbes magazine on their list of Best-In-State Wealth Advisors^† for 2018, 2020, 2021, 2022, 2023 and 2024. Reid Sherman Investment Group was also recognized by Forbes on the 2023 and 2024 list of Best-In-State Wealth Management Teams^†. Before joining Raymond James, he was a financial advisor with Wells Fargo and began his financial services career with Morgan Keegan working in fixed income trading and sales. Chuck earned a bachelor’s degree from the University of Mississippi.

Chuck is a member of the Oxford University United Methodist Church, where he also serves on the church finance committee. He is also a board member of the Oxford Football (soccer) Club. Chuck enjoys spending time with his wife, Elizabeth, and three daughters, Graham, Olivia Cate and Bramlett, as well as golfing and watching Ole Miss athletic events. Originally from Greenville, he lives in Oxford.

†The Forbes Best-In-State Wealth Advisors 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

†The 2024 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.

*2023 membership for Raymond James & Associates advisors is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement and is not indicative of an advisor's future performance. No fee is paid in exchange for this award/rating.