Work History
Edward Jones
Edward JonesJanuary 2018 to Current
FINANCIAL ADVISOR
Sherry L Brenneman
CFP®
2468 Laurel Rd E, North Venice, FL 34275opens in a new windowAccepting New Clients
Focus Areas
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Divorce Finances
- Insurance & Annuities
- Entrepreneurs & Business Owners
About Sherry
I have served 25 years in the financial services industry.
You deserve to work with someone you trust to help you feel confident in achieving your financial goals.
I have seen firsthand how important it is to have established a relationship with my clients that is built on trust and ongoing communication. To help you achieve your long-term financial goals, I first focus on understanding what is most important to you. Once we have established what you are working towards, we work confidentially with your CPA and estate planning attorney so we can implement a customized financial strategy specific to your goals...
You deserve to work with someone you trust to help you feel confident in achieving your financial goals.
I have seen firsthand how important it is to have established a relationship with my clients that is built on trust and ongoing communication. To help you achieve your long-term financial goals, I first focus on understanding what is most important to you. Once we have established what you are working towards, we work confidentially with your CPA and estate planning attorney so we can implement a customized financial strategy specific to your goals...
Work History
Edward Jones
Edward JonesJanuary 2018 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™
Education
University of Phoenix
University of PhoenixMaster of ArtsUniv of Central Florida
Univ of Central FloridaBachelors
Education
University of Phoenix
University of PhoenixMaster of ArtsUniv of Central Florida
Univ of Central FloridaBachelors
Personal Interests
- Spending Time with Family
- Volunteering
- Golfing
- Traveling
- Pickleball
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | By Appointment Only |
| Mon | By Appointment Only |
| Tue | By Appointment Only |
| Tue | By Appointment Only |
| Wed | By Appointment Only |
| Wed | By Appointment Only |
| Thu | By Appointment Only |
| Thu | By Appointment Only |
| Fri | By Appointment Only |
| Fri | By Appointment Only |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | By Appointment Only |
| Mon | By Appointment Only |
| Tue | By Appointment Only |
| Tue | By Appointment Only |
| Wed | By Appointment Only |
| Wed | By Appointment Only |
| Thu | By Appointment Only |
| Thu | By Appointment Only |
| Fri | By Appointment Only |
| Fri | By Appointment Only |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Phone
(941) 375-2010Fax
(844) 805-1439Office Address
2468 Laurel Rd ENorth Venice, FL 34275
Location
North VeniceFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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