Broker Check
Jill A. Sherman

Jill A. Sherman

Director of Wealth Management, Advisor

Jill has built a reputation in the industry as a leading female financial professional in the education market where she helped clients save for and successfully live in retirement.

She has spent over two decades working in leading brokerage firms where she advanced to executive positions before becoming a financial advisor in 2003.

A comprehensive financial strategist, Jill has coupled both her passion for education and client service into a successful business practice of financial education for educators.

She brings an advanced and holistic service model to her clientele which is client and relationship-centric unlike transactional experiences which are common in the education landscape.

Born and raised in Manalapan, NJ, Jill currently resides in Howell with her husband and three children.


Holds FINRA series 7, 24, 63, 65; Life & Health

Licensed and/or registered and serving clients in NY, NJ, PA, MD, VA, NC, SC, TN, FL