portrait of Marla Sherrod
FINANCIAL ADVISOR

Marla Sherrod

CFP®, ChFC®, AAMS™
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Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Divorce Finances
  • College Savings
  • Insurance & Annuities

Certifications

  • CFP®

    Certified Financial Planner™

  • ChFC®

    Chartered Financial Consultant®

  • AAMS™

    Accredited Asset Management Specialist™

Team Members

  • Kaitlyn Janda
    Registered Branch Associate
  • Alicia Bourgoin
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Phone

(936) 273-4355

Fax

(866) 445-1036

Office Address

6318 F M 1488 Rd Ste 130
Magnolia, TX 77354opens in a new window

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