The Sherman Poll Financial Group

The Sherman Poll Financial Group of Wells Fargo Advisors is rooted in the solid foundation of putting the best interest of the client first and foremost having built many long-term relationships as a result.

Mike Sherman, Managing Director - Investments, since 2001 Mike works with clients wisely by genuinely listening to their needs, helping to define their specific goals, and develops an investment plan based on sound principles and educated guidance for every stage 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 Premier Advisors* program of Wells Fargo Advisors.
Ross 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 has experience assisting clients manage the complexities of wealth while helping them navigate the challenges life sometimes present. Ross has been recognized from 2016 through 2022 as a member of the Premier Advisors* program of Wells Fargo Advisors.

As a Client Associate, Brad Day's work is grounded in his customer first philosophy. He is committed to providing excellent service and support to assist clients throughout the investment planning process. Brad strives to provide intentional service to each client he interacts with, which he strongly believes is the cornerstone of every successful relationship. 

In August 2022 we welcomed Melissa Hutchinson to our team. Melissa has been with Wells Fargo Advisors for over 19 years and is fully licensed in our industry. She has an eye for detail, strong work ethic, and dedication to serving our clients.

Today the collective professionals of the Sherman Poll Financial Group provide a full range of investment and financial services to individuals, families and corporate retirement plan sponsors. When you become a Sherman Poll Financial 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 manage your financial life for the long-term, employing integrity and disciplined guidance at every step. We believe our ability to uphold your vision of success will foster a relationship you feel confident depending on.

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

Mike, Ross, & Brad

*The 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 either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.