Christopher Sherman Email & Phone Number
First Vice President, Financial Advisor @ Morgan Stanley
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Christopher Sherman Location
- Melbourne, FL, US
Christopher Sherman Work
- 2024 -now First Vice President, Financial Advisor @
- 2021 -2024 Vice President, Financial Advisor at Truist Investment Services, Inc., Truist Wealth @
- 2014 -2021 Vice President, Investment Adviser Representative, Financial Advisor @
- 2010 -2014 Vice President - Investments, Financial Advisor @
- 2001 -2010 Associate Vice President, Financial Advisor @
- 1992 -2001 Assistant Vice President, Financial Advisor @
Christopher Sherman Education
- University of Central Florida - College of Business Administration
(Finance and Financial Management Services)
1990-1991 - University of Florida - College of Business Administration
(Finance & Accounting)
1989-1990 - Brevard Community College
(Finance & Business)
1987-1989
Christopher Sherman Skills
- Wealth Management
- Retirement Planning
- Asset Allocation
- Portfolio Management
- Investment Advisory
- Strategic Financial Planning
- Financial Planning
- Financial Services
- Investments
- Financial Advisory
- Investment Strategies
- Leadership
- Microsoft Word
- Financial Modeling
- Business Development
- Sales
- Public Speaking
- Financial Analysis
Christopher Sherman Summary
- Christopher Sherman, based in Melbourne, FL, US, is currently a First Vice President, Financial Advisor at Morgan Stanley. Christopher Sherman brings experience from previous roles at Truist Wealth, SunTrust Investment Services, Inc., Wells Fargo Advisors, LLC and Morgan Stanley. Christopher Sherman holds a 1990 - 1991 University of Central Florida - College of Business Administration. With a robust skill set that includes Wealth Management, Retirement Planning, Asset Allocation, Portfolio Management, Investment Advisory and more. Christopher Sherman has 1 emails and 1 mobile phone numbers on RocketReach.
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