Sherman Wealth Management

Meet the Business Owner

Brad S.

Business Owner

Brad Sherman has over a decade of experience in the financial services industry. Before founding Sherman Wealth Management, Brad built customized investment models for Equity Planning, a boutique financial planning firm, and before that was a successful VP of Residential Mortgage at Nationwide Mortgage Services. As the Capital Markets and Sales Manager at First Madison Mortgage, Brad’s department’s successes contributed to First Madison’s inclusion in Inc. Magazine’s 5000 Fastest Growing Companies List in 2006. While earning his Masters of Science in Finance from American University, Brad was the Portfolio Manager of the Student Managed Endowment Fund, and he earned a B.S. in International Economics from the University of Wisconsin-​Madison. Brad is a Registered Representative of Lincoln Financial Securities.