Bryan Sherrill

Bryan Sherrill joined Pinnacle Asset Management and Raymond James Financial Services, Inc., member FINRA/SIPC, in 2021 alongside Financial Consultant, David Henkel, and Registered Client Service Associate, Kelly Nodine. Prior to joining Pinnacle, Bryan spent 16 years with Wells Fargo, where he served in a variety of roles, including premier banker, business relationship manager, and branch manager. He began his career with United Federal Credit Union in Statesville, North Carolina.

With the support of the experienced professionals at Pinnacle Asset Management and Raymond James, Bryan works diligently to help clients develop comprehensive financial plans and detailed investment strategies. He is committed to building long-term, meaningful relationships with a select group of clients by providing personalized wealth management advice and access to some of the industry’s most comprehensive resources. His planning-based approach is designed to help clients meet current financial needs while working toward future goals, with careful consideration given to tax efficiency and estate planning strategies.

Bryan earned both a bachelor’s degree and a Master of Business Administration from Gardner-Webb University. He holds his Series 7, 6, 63, and 65 securities licenses, as well as North Carolina Life and Health Insurance licenses. In 2022, Bryan earned the Accredited Asset Management Specialist℠ (AAMS®) designation through the College for Financial Planning.

Outside of the office, Bryan is actively involved in supporting nonprofits, including the Pregnancy Resource Center, which focuses on serving children and families in the local community. He also serves as an adjunct instructor of business courses at Rowan-Cabarrus Community College.

Bryan and his wife, Andrea, have three sons: Cohen, Kingston, and Widelin. When away from work, he enjoys spending time with his family, playing guitar, and staying active in the gym.

Raymond James is not affiliated with the above organizations.