Patrick Sherer, Financial Advisor located in Murfreesboro, TN

Financial Advisor
Patrick Sherer

CEPA®
1608 Williams Dr Suite 100, Murfreesboro, TN 37129opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • New Investors
  • Intergenerational Planning
  • Real Estate and Construction

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Team Members

  • Janice Winkler
    Sr. Branch Office Administrator
  • Elizabeth Richards
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
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 Closed

Additional Hours

  • Weekends

Phone

(615) 624-9081

Fax

(888) 290-7203

Office Address

1608 Williams Dr Suite 100
Murfreesboro, TN 37129opens in a new window

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