David Sherline, QPFC

Process and background
Dave is committed to offering the best of both worlds; access to an arsenal of resources available at one of the world’s largest wealth management firms, while delivering the personal touch and high-level services of a family run office. His team’s personalized multi-step planning-based approach provides an easy and effective way to identify clients’ highest priorities and develop customized investment strategies designed to provide the wealth they need in order to live the lifestyle they envision.

Dave is a United States Navy, Persian Gulf War Veteran and his service helped shape his perspectives and reinforce the principles of personal accountability and accomplishing shared goals. After serving our country, Dave attended and graduated from Niagara University in 1997 with a B.S. in Economics and began his career as a Financial Advisor.

Prior to joining Wells Fargo Advisors in 2019, Dave spent eleven years with Morgan Stanley (Dean Witter/Smith Barney) and Merrill Lynch for an additional eleven years in the role of financial advisor and served as Branch Manager on three occasions. Dave is a Senior Private Investment Management (PIM^®) Portfolio Manager. This select group of advisors are qualified to manage client portfolios on a discretionary basis.


Away from the office
Dave and his wife Kelli are proud parents of four who definitely keep them active. In his free time, he enjoys spending time with family and friends and pursuing numerous outdoor activities. He believes strongly in giving back to his community and has done so by volunteering time to multiple local non-profit organizations including AYSO, SDA Utica, the Rising Stars SC, the Deputy Kurt B. Wyman organization, and the United Way of the Valley and Greater Utica Area.


CA Insurance license 0I40857 Resident state NY