As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what's most important to you. Working alongside individuals, families and businesses who take their financial fitness seriously, we team up with their respective CPA's, attorneys and other professionals to help determine the most appropriate plan to reach those stated goals. Strategies include, but are not limited to, areas such as retirement, estate strategies, life insurance, long term care, education funding and so on.
I earned my bachelor’s degree in business administration with a major in finance from the University of Florida and entered the financial services industry in 2005. In addition, I hold the Series 7, Series 66 and life, health and variable annuity licenses. I achieved the professional designation AAMS® in July of 2011 from the College for Financial Planning. I also spent almost all of 2019 pursuing, and becoming, a Certified Financial Planner™ (CFP®). The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
Nicole and I are proud parents of two boys: Cason, born in April 2016 and Colton, born in January 2018. When I am not working, I love being outside. I especially enjoy spending family time on the water and breaking up the day with a CrossFit Class. Whatever it is, I try to stay active and outdoors as much as possible.
- Retirement Savings Strategies
- Intergenerational Planning
- Insurance & Annuities
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Personal Fitness
Phone NumberCorey D Sherk at (941) 748-0292
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:30PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
- Web Conferencing
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