portrait of Kelly B Sherman
FINANCIAL ADVISOR

Kelly B Sherman

CFP®, AAMS™
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Socially Conscious Investing
  • Special Needs Financial Considerations

Certifications

  • CFP®

    Certified Financial Planner™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Outdoor Enthusiast
  • Animal Rescue
  • Health & Nutrition
  • Home Improvement
  • Pickleball

Team Members

  • Leeann Moses
    Branch Office Administrator

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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 - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(540) 507-9903

Fax

(877) 298-5158

Office Address

9110 Old Battlefield Blvd
Suite 100
Spotsylvania, VA 22553opens in a new window

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