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Todd Sherman Email & Phone Number

Senior Vice President, Investments; Managing Director at SSG Executive Advisory Group of Raymond James
Location: Greater Philadelphia, United States 5 work roles 3 schools
1 work email found @raymondjames.com 1 phone found area 914 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email t****@raymondjames.com
Direct phone (914) ***-****
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Current company
SSG Executive Advisory Group of Raymond James
Role
Senior Vice President, Investments; Managing Director
Location
Greater Philadelphia, United States
Company size
18734 employees

Who is Todd Sherman? Overview

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Quick answer

Todd Sherman is listed as Senior Vice President, Investments; Managing Director at SSG Executive Advisory Group of Raymond James, a with 18734 employees, based in Greater Philadelphia, United States. AeroLeads shows a work email signal at raymondjames.com, phone signal with area code 914, and a matched LinkedIn profile for Todd Sherman.

Todd Sherman previously worked as Managing Director - Wealth Management, Family Wealth Director, Financial Advisor at Morgan Stanley and Senior Vice President at Ubs. Todd Sherman studied at West Chester University Of Pennsylvania.

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Email format at SSG Executive Advisory Group of Raymond James

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{first}.{last}@raymondjames.com
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AeroLeads found 1 current-domain work email signal for Todd Sherman. Compare company email patterns before reaching out.

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Profile bio

About Todd Sherman

SSG Executive Advisory Group of Raymond James is a boutique wealth management team within one of the world’s preeminent financial firms. Our services focus on complex family engagements, often Corporate EXECUTIVES, Late-Career PHYSICIANS and ENTREPRENEURS. We work with clients to develop custom, comprehensive financial plans that seek to help you feel confident that you are planning for long-term prosperity. WHAT SETS US APART: We deliver sustainable value by utilizing a vast spectrum of services and solutions. We bring the scope and influence of the differentiating resources of Raymond James to our most valued clients.OUR SERVICES INCLUDE: • Cash Management • Concentrated Stock Management • Employee Stock Planning • Retirement Planning • Options • Asset Allocation • Wealth Transfer & PreservationCall the SSG at 855-608-7537 to schedule your complimentary wealth management consultation!Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC. Please follow this link to Important Disclosure Information: http://raymondjames.com/smrja.htm

Listed skills include Wealth Management.

Current workplace

Todd Sherman's current company

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SSG Executive Advisory Group of Raymond James
Ssg Executive Advisory Group Of Raymond James
Senior Vice President, Investments; Managing Director
Philadelphia, PA, US
Website
raymondjames.com
Employees
18734
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Company profile
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5 roles

Todd Sherman work experience

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

Senior Vice President, Investments; Managing Director

Current
Ssg Executive Advisory Group Of Raymond James

Mt Laurel, New Jersey, Us

Investments & Wealth Institute™(The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.Investments & Wealth Institute™ (The Institute) is the owner of thecertification marks “CPWA ®” and “Certified Private Wealth Advisor ®”. Use of theCPWA ® or Certified Private Wealth Advisor ® signifies that the user hassuccessfully completed IMCA’s initial and ongoing credentialing requirements forwealth advisors.

Jan 2017 - Present

Managing Director - Wealth Management, Family Wealth Director, Financial Advisor

Morgan Stanley

As Managing Director - Wealth Management, I was responsible for developing and implementing the team’s overall vision, comprehensive service model, and portfolio structure. I hold myself to the highest of standards while encouraging my team members to also practice meticulous work habits, apply innovative market strategies, and offer distinguished customer service. The role of Managing Member of the Sherman Sobin Group required me to be a flexible and responsive team leader through turbulent, as well as profitable market conditions. Our team's success could also be attributed to our proactive approach to discretionary portfolio management and willingness to adapt contemporary practices.

Nov 2007 - Jan 2017

Senior Vice President

Ubs

Zurich, Ch

Oct 2001 - Nov 2007

Senior Vice President

Merrill Lynch

New York, Ny, Us

Jan 1994 - Nov 2001
Team & coworkers

Colleagues at SSG Executive Advisory Group of Raymond James

Other employees you can reach at raymondjames.com. View company contacts for 18734 employees →

RD Ryan Doherty, Cfa Ryan Doherty, Cfa Colleague at Ssg Executive Advisory Group Of Raymond JamesSt Petersburg, Florida, United States View → CM Carla Masselink Carla Masselink Colleague at Ssg Executive Advisory Group Of Raymond JamesHolland, Michigan, United States View → KR Kathleen Rohrer -Talley Kathleen Rohrer -Talley Colleague at Ssg Executive Advisory Group Of Raymond JamesGreenville, South Carolina, United States View → RA Ricardo Armijo, Aif, Cepa Ricardo Armijo, Aif, Cepa Colleague at Ssg Executive Advisory Group Of Raymond JamesDetroit Metropolitan Area, United States View → JC Jess Cogley Jess Cogley Colleague at Ssg Executive Advisory Group Of Raymond JamesSan Antonio, Texas, United States View → CH Christine Hudock Christine Hudock Colleague at Ssg Executive Advisory Group Of Raymond JamesAshburn, Virginia, United States View → ZM Ziggy Mcpeters Ziggy Mcpeters Colleague at Ssg Executive Advisory Group Of Raymond JamesGreater Cleveland, United States View → MN Maria Novak Maria Novak Colleague at Ssg Executive Advisory Group Of Raymond JamesNew London, Minnesota, United States View → SA Samer Alhassan Samer Alhassan Colleague at Ssg Executive Advisory Group Of Raymond JamesTampa, Florida, United States View → DW David W. Rommelmann David W. Rommelmann Colleague at Ssg Executive Advisory Group Of Raymond JamesEvergreen, Colorado, United States View →
3 education records

Todd Sherman education

Education record

West Chester University Of Pennsylvania

Certified Private Wealth Advisor®

The University Of Chicago Booth School Of Business

Certified Investment Management Analyst®

University Of Pennsylvania - The Wharton School
FAQ

Frequently asked questions about Todd Sherman

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

What company does Todd Sherman work for?

Todd Sherman works for SSG Executive Advisory Group of Raymond James.

What is Todd Sherman's role at SSG Executive Advisory Group of Raymond James?

Todd Sherman is listed as Senior Vice President, Investments; Managing Director at SSG Executive Advisory Group of Raymond James.

What is Todd Sherman's email address?

AeroLeads has found 1 work email signal at @raymondjames.com for Todd Sherman at SSG Executive Advisory Group of Raymond James.

What is Todd Sherman's phone number?

AeroLeads has found 1 phone signal(s) with area code 914 for Todd Sherman at SSG Executive Advisory Group of Raymond James.

Where is Todd Sherman based?

Todd Sherman is based in Greater Philadelphia, United States while working with SSG Executive Advisory Group of Raymond James.

What companies has Todd Sherman worked for?

Todd Sherman has worked for Ssg Executive Advisory Group Of Raymond James, Morgan Stanley, Ubs, and Merrill Lynch.

Who are Todd Sherman's colleagues at SSG Executive Advisory Group of Raymond James?

Todd Sherman's colleagues at SSG Executive Advisory Group of Raymond James include Ryan Doherty, Cfa, Carla Masselink, Kathleen Rohrer -Talley, Ricardo Armijo, Aif, Cepa, and Jess Cogley.

How can I contact Todd Sherman?

You can use AeroLeads to view verified contact signals for Todd Sherman at SSG Executive Advisory Group of Raymond James, including work email, phone, and LinkedIn data when available.

What schools did Todd Sherman attend?

Todd Sherman studied at West Chester University Of Pennsylvania.

What skills is Todd Sherman known for?

Todd Sherman is listed with skills including Wealth Management.

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