Shoreline Financial Partners
Shoreline Financial Partners
2520 Manatee Ave W Suite 200
Bradenton, FL 34205
2520 Manatee Ave W Suite 200
Bradenton, FL 34205
Categories: Estate Planning, Financial Advisors, Insurance, Long Term Care, Tax Savings Advisors / Tools
Investment management and retirement income planning boutique based in Bradenton, Florida
Shoreline provides wealth management services exclusively to individuals and families. Founded in 2012, and based in Bradenton, Fl, the advisory firm is known for combining informed expertise with a highly personalized experience to help clients meet their financial and life goals. For more information, please visit www.shorelinefinancialpartners.com
Keywords: Financial Planning, Investment Management, Estate Planning, Insurance
Shoreline provides wealth management services exclusively to individuals and families. Founded in 2012, and based in Bradenton, Fl, the advisory firm is known for combining informed expertise with a highly personalized experience to help clients meet their financial and life goals. For more information, please visit www.shorelinefinancialpartners.com
Keywords: Financial Planning, Investment Management, Estate Planning, Insurance
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Interview Q&A
How long have you been in business?
5 years
What is your primary product or service?
Financial and investment advice
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
My father was in the business and I learned an appreciation for finance from him. I have 22 years invested in the business as an investment advisor, financial planner and a team leader for a private bank.
How do you differentiate yourself from other businesses in your category and area?
Deeper expertise and broader understanding of financial issues. Coordination with outside advisors to provide comprehensive oversight of strategies.
How many locations do you have and do you have plans to expand?
One primary site.
Provide detailed directions to your location
Second floor of the Synovus bank building on the Northeast corner of Manatee avenue and 26th st west.
Which areas do you service?
We have clients in over 7 states. Roughly half are local to Manatee Sarasota counties.
Who owns your company or runs daily operations?
Gardner Sherrill and Danny Wood are Co-Founders and Principals
What are your hours of operation?
9-5 Monday - Friday
What is the best compliment anyone can give you?
When they start looking to me for general advice beyond just investments and I become their go - to advisor for all things financial and otherwise. That's when I know we have a solid relationship based on mutual respect.
What is your favorite quote or Bible verse?
You must navigate by the stars, not by the lights of each passing ship - General Omar Bradley
5 years
What is your primary product or service?
Financial and investment advice
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
My father was in the business and I learned an appreciation for finance from him. I have 22 years invested in the business as an investment advisor, financial planner and a team leader for a private bank.
How do you differentiate yourself from other businesses in your category and area?
Deeper expertise and broader understanding of financial issues. Coordination with outside advisors to provide comprehensive oversight of strategies.
How many locations do you have and do you have plans to expand?
One primary site.
Provide detailed directions to your location
Second floor of the Synovus bank building on the Northeast corner of Manatee avenue and 26th st west.
Which areas do you service?
We have clients in over 7 states. Roughly half are local to Manatee Sarasota counties.
Who owns your company or runs daily operations?
Gardner Sherrill and Danny Wood are Co-Founders and Principals
What are your hours of operation?
9-5 Monday - Friday
What is the best compliment anyone can give you?
When they start looking to me for general advice beyond just investments and I become their go - to advisor for all things financial and otherwise. That's when I know we have a solid relationship based on mutual respect.
What is your favorite quote or Bible verse?
You must navigate by the stars, not by the lights of each passing ship - General Omar Bradley
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