Skip to Main Content
portrait of Allan M Sherwood
FINANCIAL ADVISOR

Allan M Sherwood

AAMS™
220 N Broadway St, Union City, MI 49094opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Allan

Are you looking for a professional to monitor your progress, respond to life changes, and deliver a hands-on, customized client service, supported by thousands of team members? I work at Edward Jones to leverage advanced tools and support so I can deliver the most current and comprehensive guidance.

My career as a teacher gave me the tools and insight to work with families and professionals in many fields, paths, and courses in our great country. Our branch can help you develop a complete, tailored investment strategy for your financial journey. From K-12 education planning and consolidating 401(k)s, to retirement and business...

Focus Areas

  • New Investors
  • Portfolio Reviews
  • Wealth Strategies
  • Retirement Savings Strategies
  • College Savings
  • Estate & Legacy Strategies

Work History

  • Edward JonesAugust 2023 to Current
  • Marshall Public SchoolsAugust 2017 to August 2023

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Western Michigan UniversityMaster of Arts

Personal Interests

  • Health & Nutrition
  • Personal Fitness
  • Movies & Entertainment
  • Reading
  • Podcasts

Team Members

  • Danny Turner
    Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Phone

(517) 741-5993

Fax

(888) 253-9823

Office Address

220 N Broadway St
Union City, MI 49094opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More