Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
Meet Our Team
Glen Sher
Managing Director - Investment Officer
Email Address
Glen.Sher@wfadvisors.comPhone Number
(516) 677-5543- 37 Years of Financial Services Experience
- Securities Registrations - Series 7, 63, 65 and Life Insurance
- Chartered Retirement Planning Counselor, CRPC®
- Accredited Asset Management Specialist AAMS®
- PIM® Portfolio Manager
- Forbes Best In State Wealth Advisor 2023, 2024, 2025
- Previously Employed - Morgan Stanley, Advest Inc. , Paine Webber
2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24
2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23
2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com).
The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Michael Jeshiva
Vice President - Investment Officer
Email Address
michael.jeshiva@wfadvisors.comPhone Number
(516) 677-5575- 42 Years Financial Services Experience
- Securities Registrations - Series 7, 63, 65, 9, 10, and Life Insurance License
- Chartered Retirement Planning Counselor, CRPC®
- Previously Employed - Morgan Stanley, Tradition N.A, GarvinGuyButler, Merrill Lynch.
CA Insurance License Number: 0C57524. Resident State NY