Monica Sherman
Monica Sherman is a PFS-designated registered investment advisor at Raymond James & Associates, INC., based in Pensacola, FL, with 19 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
19 West Garden Street, Suite 210, Pensacola, FL, 32502
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Monica works as a private banker at Hancock Whitney, performing banking functions such as handling loans and deposits. This activity is not investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Hancock Whitney Investment Services INC.
Hancock Whitney Investment Services INC.Broker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
State Registrations5 states
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