With more than 25 years of experience in financial planning and investment management, Jennifer Sherman has the accumulated knowledge and perspective to help you with your financial goals. Jennifer understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and needs as an investor evolve, so will your vision for the future and risk tolerance. Jennifer will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you.
Jennifer endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. Her investment process considers your investing experience, your expectations for returns, your tolerance for risk, and the performance of your investment accounts.
Based on what she learns about you and your goals and an analysis of the current financial markets, Jennifer designs a customized investment strategy. She bases her recommendations solely with your best interest in mind. Jennifer then takes the time to explain her recommendations and, once you are comfortable with your new plan, she puts it into action and seeks opportunities to adapt to life changes and new goals.
Jennifer began her career in financial services in 1997 and previously spent three years with American Express/IDS, 16 years with Morgan Stanley Smith Barney, and seven years with Stifel Investment Services. Today, Jennifer provides financial planning and investment management and more with Raymond James.
A native of Coral Springs, Florida, Jennifer resides in Sioux Falls, South Dakota. Jennifer graduated from Concordia University with a master’s degree in organizational management. She earned the professional designation of Accredited Investment Fiduciary. She is on the board of directors of The Ronald McDonald House of South Dakota. Away from the office, Jennifer also enjoys spending time with her family and travel.