Sherman and Poll Wealth Management Group

The Sherman and Poll Wealth Management Group of Wells Fargo Advisors is rooted in the solid foundation of putting the best interest of the client first and foremost, and as a result we have built many long-term relationships with our clients.

Mike Sherman, Managing Director – Investments, since 2002. Mike works with clients by genuinely listening to their needs, helping to define their specific goals, and helping develop an investment plan based on sound principles and educated guidance for every state of life. Mike believes each client deserves a plan tailored to their specific goals, objectives, and risk tolerance. Mike has been recognized from 2015 through 2022 as a member of the Platinum Council program of Wells Fargo Advisors. In 2022, Mike obtained his CERTIFIED FINANCIAL PLANNER™ designation.
 
Ross D. Poll, Senior Vice President – Investment Officer, since 2002. Ross focuses on helping families and institutions to navigate the challenges that come with managing, growing, and preserving wealth. Ross approaches each relationship with a unique understanding of the complexities of managing wealth, and he takes the time to understand each of his client’s goals before developing recommended solutions to help them achieve their objectives. Ross has been recognized from 2016 through 2022 as a member of the Platinum Council program of Wells Fargo Advisors. In 2023, Ross obtained his CERTIFIED FINANCIAL PLANNER™ designation.

In August of 2022, Melissa Hutchinson joined the Sherman and Poll Wealth Management Group as a Vice President, Senior Registered Client Associate. Melissa has been with Wells Fargo Advisors for over 19 years and has been fully licensed for 12 years in our industry. She has an eye for detail, a strong work ethic, and a dedication to serving our clients.

Today the collective professionals of the Sherman and Poll Wealth Management Group provide a full range of investment and financial services to individuals, families, and corporate retirement plan sponsors. When you become a Sherman and Poll Wealth Management Group client, our dedication to supporting your needs is constant. While the markets and financial industry evolve, we provide you the comprehensive strategies you need to help navigate your financial life for the long-term, while demonstrating integrity and disciplined guidance at every step.

Please explore our website to learn more about our team and the many services that we offer. We appreciate the opportunity to see if our team may be right for you.

Mike, Ross, and Melissa

 
*The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.