Sherrill & Hutchins Financial Advisory Inc

Mark Sheerin is a CFP® professional with 10 years of experience in financial advisory. He has been with Sherrill & Hutchins Financial Advisory, Inc. since 2016. The firm serves individual and high-net-worth clients, providing financial planning, discretionary investment management, retirement plan advisory, and estate distribution services. It manages approximately $565.9 million on a discretionary basis for around 400 clients, focusing on diversified no-load mutual funds and ETFs within tailored investment guidelines.

Theodore Noble is a CFP® professional with 17 years of industry experience, currently serving at Sherrill & Hutchins Financial Advisory, Inc. in Atlanta, GA. He has been with the firm since 2012, which is a team-based advisory firm consisting of five advisors. Sherrill & Hutchins Financial Advisory, Inc. serves individual and high-net-worth clients by providing financial planning, discretionary investment management, retirement plan advisory, and estate distribution services. The firm manages approximately $565.9 million on a discretionary basis for around 400 clients, focusing on diversified no-load mutual funds and ETFs, and offers additional services such as held-away account management and estate distribution assistance.

Jessica Sherrill is a CFP® professional with 18 years of industry experience. She has been with Sherrill & Hutchins Financial Advisory, Inc. since 2016. The firm serves individual and high-net-worth clients, offering financial planning, discretionary investment management, retirement plan advisory, and estate distribution services. Sherrill & Hutchins manages approximately $565.9 million on a discretionary basis for about 400 clients, typically focusing on those with $1 million or more in investable assets. The firm uses diversified no-load mutual funds and ETFs, incorporates third-party research and consultant due diligence, and provides services such as held-away account management and estate distribution assistance.

William Hutchins III is a CFP® professional with 14 years of experience, currently serving as an advisor at Sherrill & Hutchins Financial Advisory, Inc. He has been with the firm since 2012. Outside of his advisory role, he is a member of The Garden Of, LLC, a long-term rental property business. Sherrill & Hutchins Financial Advisory, Inc. serves individual and high-net-worth clients, managing approximately $565.9 million on a discretionary basis for around 400 clients. The firm focuses on financial planning, investment management, retirement plan advisory, and estate distribution, primarily using diversified no-load mutual funds and ETFs within tailored investment guidelines.

Kaitlin Theobald is a CFP® professional with seven years of experience in financial advising. She is currently with Sherrill & Hutchins Financial Advisory, Inc., where she has worked since 2014. Sherrill & Hutchins Financial Advisory, Inc. serves individual and high-net-worth clients with financial planning, discretionary investment management, retirement plan advisory, and estate distribution services. The firm manages approximately $565.9 million on a discretionary basis for about 400 clients, utilizing diversified no-load mutual funds and ETFs, and offers a wealth management program primarily for clients with $1,000,000 or more in investable assets.