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We are committed to your goals over the long-term, offering service that guides you to empowered decision-making and confidence in your financial life.
Bob has been in the financial services business for over 40 years. Prior to that, you would have found Bob busy on the gridiron, coaching football at both the high school and collegiate levels and as a Pro football scout. When looking to make a career change, Bob followed his desire to assist individuals in accomplishing their goals and objectives, and entered the financial services arena. Initially starting out in the life insurance field, it wasn’t long before the needs of his clients took him into the world of investments. As his business model transitioned, Bob became an independent Registered Investment Advisor allowing him to further assist his clients on a fiduciary level.
After working successfully for many years on his own, two of Bob’s three sons, Alexander and Daniel, joined him in the business providing their client base with over 60 years of financial investment experience and a strong continuity plan for many years to come.
Bob is a:
- Registered Investment Advisor
- Registered Securities Principal
- Accredited Investment Fiduciary®
He is a member of the:
- Financial Planners Association (FPA)
- National Association of Insurance and Financial Advisors (NAIFA)
Bob holds Series 7, 24, 63 and 65 registrations and is a Registered Representative with Commonwealth Financial Network.
Bob is a graduate of Central Connecticut State University and received his master's degree from New York State University at Albany. He is married and has three children. Bob has been a resident of Lynnfield, Massachusetts, since 1983.
Daniel joined Sherr Financial Associates after launching his career with Penn Mutual. He received his BA degree from Merrimack College. As a collegiate football player, Daniel brings a strong work ethic and a competitive edge to service our clients. Daniel holds his Life, Accident, and Health and Annuity licenses. As our long-term care specialist, he also holds his CLTC and Accredited Investment Fiduciary® designation.
Daniel earned a Certificate in Financial Planning from NYU’s School of Professional Studies. He holds his 6, 7, 63, and 66 registrations and is a Registered Representative with Commonwealth Financial Network®.
Alexander is a graduate of Massachusetts Maritime Academy. After graduation, he worked for six years with APM Terminals on both the East and West coasts where he managed container port operations. In 2014, Alexander made a career change and joined Sherr Financial to pursue his passion of helping others. He enjoys developing personal relationships with clients while helping them plan for a secure future. His ability to relate to others, strong work ethic, and competitive edge makes him a valuable asset to his clients and Sherr Financial.
Alexander earned a Certificate in Financial Planning from NYU’s School of Professional Studies, and he holds his Life, Accident, and Health and Annuity licenses. He has his Series 7 and 66 securities registrations (held through Commonwealth Financial Network) and is an Accredited Investment Fiduciary®.
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