Finance
Financial Management Firms Merge
Sherrill Wealth Management and Wood Investment Management are merging and will begin operations this month as Shoreline Financial Partners.
Two Manatee County financial management firms, Sherrill Wealth Management and Wood Investment Management, are merging and will begin operations this month as Shoreline Financial Partners, with an office located at 2520 Manatee Ave. W., Suite 200, Bradenton. Partners Gardner Sherrill and Danny Wood will offer help with planning and retirement strategies, estate conservation, investment management, 401(k)s, IRAs, insurance and annuity products and tax and risk management.