Sandlapper Securities LLC added The Sherer Group to the company’s broker dealer network.
“I have a broad base of high-net-worth clients that require dynamic products and strategies to achieve their financial goals,” Tim Sherer, principal owner of The Sherer Group, said in a release. “I need to be aligned with a firm that not only offers the right timely access, but who has the skills and experience to understand complex planning and modeling and can support what I am trying to accomplish with my clients.”
Sandlapper affiliate Sandlapper Capital Investments LLC will design, construct, package and manage opportunistic investment programs along a broad spectrum of asset classes.
Sherer is the principal owner of The Sherer Group and has been in the financial services industry since 1970. He is also the past president of the Silicon Valley Association of Insurance and Financial Advisors.
