Patrick Sherman
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Patrick Sherman Email & Phone Number

President at Sherman Financial & Wealth Management LLC
Location: Charleston, South Carolina, United States 3 work roles 2 schools
1 work email found @nefccm.com 2 phones found area 843 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email p****@nefccm.com
Direct phone (843) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Sherman Financial & Wealth Management LLC
Role
President
Location
Charleston, South Carolina, United States

Who is Patrick Sherman? Overview

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Quick answer

Patrick Sherman is listed as President at Sherman Financial & Wealth Management LLC, based in Charleston, South Carolina, United States. AeroLeads shows a work email signal at nefccm.com, phone signal with area code 843, and a matched LinkedIn profile for Patrick Sherman.

Patrick Sherman previously worked as Investment Adviser at Atlantic Coast Advisory Group Of Charleston and Financial Representative at Carolina Capital Management. Patrick Sherman holds Bachelor Of Arts, Economics from University Of Kentucky.

Company email context

Email format at Sherman Financial & Wealth Management LLC

This section adds company-level context without repeating Patrick Sherman's masked contact details.

{first_initial}{last}@nefccm.com
86% confidence

AeroLeads found 1 current-domain work email signal for Patrick Sherman. Compare company email patterns before reaching out.

Profile bio

About Patrick Sherman

Fee Only RIA Financial Planning & Investment Management

Listed skills include Financial Analysis, Financial Planning, Investment Management, and Wealth Management Services.

Current workplace

Patrick Sherman's current company

Company context helps verify the profile and gives searchers a useful next step.

Sherman Financial & Wealth Management LLC
Sherman Financial & Wealth Management Llc
President
3 roles

Patrick Sherman work experience

A career timeline built from the work history available for this profile.

President

Current
Sherman Financial & Wealth Management Llc

Daniel Island, SC

Fee only Financial Advice & Investment Management Focusing on Gen X and Gen Y, Business Owners, Retirees, Close to Retirement

Oct 2017 - Present

Investment Adviser

Atlantic Coast Advisory Group Of Charleston

Mt. Pleasant, South Carolina

Aug 2014 - Oct 2017

Financial Representative

Carolina Capital Management

Charleston, SC

Jun 2009 - Aug 2014
2 education records

Patrick Sherman education

FAQ

Frequently asked questions about Patrick Sherman

Quick answers generated from the profile data available on this page.

What company does Patrick Sherman work for?

Patrick Sherman works for Sherman Financial & Wealth Management LLC.

What is Patrick Sherman's role at Sherman Financial & Wealth Management LLC?

Patrick Sherman is listed as President at Sherman Financial & Wealth Management LLC.

What is Patrick Sherman's email address?

AeroLeads has found 1 work email signal at @nefccm.com for Patrick Sherman at Sherman Financial & Wealth Management LLC.

What is Patrick Sherman's phone number?

AeroLeads has found 2 phone signal(s) with area code 843 for Patrick Sherman at Sherman Financial & Wealth Management LLC.

Where is Patrick Sherman based?

Patrick Sherman is based in Charleston, South Carolina, United States while working with Sherman Financial & Wealth Management LLC.

What companies has Patrick Sherman worked for?

Patrick Sherman has worked for Sherman Financial & Wealth Management Llc, Atlantic Coast Advisory Group Of Charleston, and Carolina Capital Management.

How can I contact Patrick Sherman?

You can use AeroLeads to view verified contact signals for Patrick Sherman at Sherman Financial & Wealth Management LLC, including work email, phone, and LinkedIn data when available.

What schools did Patrick Sherman attend?

Patrick Sherman holds Bachelor Of Arts, Economics from University Of Kentucky.

What skills is Patrick Sherman known for?

Patrick Sherman is listed with skills including Financial Analysis, Financial Planning, Investment Management, and Wealth Management Services.

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