STEVEN SHERMAN

Financial Advisor

Senior Vice President - Investments

Address: 450 POST ROAD EAST , WESTPORT , CT 06880
Call: 203-221-5103 | 800-327-8557 Fax: 203-221-1625

My Commitment to You

My Associate(s): Ruchika Mays, Registered Client Associate

My Education & Credentials

Ithaca College, B.S. Finance
Senior PIM Portfolio Manager

My Areas of Focus

Advisory Services
Education Funding & 529 Plans
Estate Planning Strategies
Insurance
IRAs & IRA Strategies
Retirement Planning

Securities Registered in the following states: AL, CA, CO, CT, FL, GA, IL, IN, MA, MD, ME, NC, NJ, NV, NY, PA, RI, SC, TN, TX, VT
Insurance licensed in the following states: Resident State: CT
STEVEN SHERMAN: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Connecticut : WESTPORT Branch