About M David Sherrill
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.
His education includes a B.S. in mathematics from the University of California, Berkeley. His passions apart from his family include family history, music, history, 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 American Ancestors, the New York Society for the Prevention of Cruelty to Children, the New England Historic Genealogic Society and the California Jazz Conservancy.
Mr. Sherrill has been a guest speaker on “Bloomberg Rewind” and has been named to Forbes Magazine's list of " Best-in-State Wealth Advisors" 2021 – 2023, and Forbes Best-In-State Wealth Management Teams 2023-2025.
2021-2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2021-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2023-2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Securities Agent: NC, DC, OR, MI, OH, ME, ID, PA, NJ, AZ, SC, ND, KY, CT, AL, WA, VT, TX, TN, MD, OK, LA, IL, CA, VA, NY, NH, GA, DE, CO, RI, NM, MA, FL, AR, PR; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1253049