David Sherrill’s Wall Street career started in 1984 at a predecessor firm to Morgan Stanley – Smith, Barney, Harris, Upham and Co., Inc. His work in the investment banking world included structuring over $6 billion in complex financing for public entities in the airline and resource recovery industries. Specific projects included portfolio protection strategies for institutional investors during the infancy of this field.
In 1988, Mr. Sherrill joined Shearson Lehman Brothers (another predecessor firm) to start a financial advisory business. Today his clientele includes individuals, family trusts, charitable institutions, corporate entities and foundations. As one of the founding members of The Vector Group at Morgan Stanley, his focus includes financial planning, portfolio management, equity investing, risk assessment and alternative investments.
Mr. Sherrill is a CFA® Charterholder and has the designation of Chartered Market Technician (CMT®). With these advanced credentials, he analyzes investment opportunities for portfolio construction including strategic and tactical moves. Mr. Sherrill is also a Family Wealth Director at Morgan Stanley which allows him to offer ultra-high net worth clients a truly differentiated wealth management experience.
His education includes a B.S. in mathematics from the University of California, Berkeley. His passions include his family, music, history, film, backgammon and wine. He is very active in philanthropic pursuits including those aiding children in need, journalism and the arts. He has served on several eleemosynary boards including the New York Society for the Prevention of Cruelty to Children, the New England Historic Genealogic Society and the California Jazz Conservatory.
Mr. Sherrill has been a guest speaker on “Bloomberg Rewind” and named to The Financial Times’ “Top 400 Financial Advisors” in 2013 and Forbes Magazine's inaugural list of "America's Best-in-State Wealth Advisors" in 2018.
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, KS, LA, MA, MD, ME, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures