Addison Sherman

I lead a wealth management team based in White Plains New York and Palm Beach Florida. We work with a diverse group of clients, helping them identify their financial goals, implement cohesive strategies to pursue those objectives, and follow through with discipline and attentiveness.I began my financial services career in 1984, lending me the insight to address a wide range of needs. I've navigated varied market environments for more than three decades, infusing my outlook with maturity and judgment. Clients come to me with issues that require precision, timeliness, and deft management. I believe our team has the skills and know-how to advance client goals effectively.Our team brings a customized approach to each relationship. We spend significant time discerning the financial priorities and challenges of each client and family, making our work purposeful and direct. Long-term relationships constitute the core of our connection, grounded in an empathetic understanding of the unique circumstances of each person.Our service model is a key differentiator. Advisors often tout their service, but we believe ours is the bedrock of each relationship. When clients have questions, we seek quick resolutions. Our team-based approach offers coverage and continuity. And we stay in close contact with clients through regular meetings and conversations. We look to help clients respond to both the certainties and uncertainties of life.Clients come to us for a range of needs:- Investment management- Retirement strategies- Cash flow analysis and lifestyle maintenance- Trust and estate planning services- Access to lending through Bank of America, N.A.I invite the following links:- People seeking greater direction and attention for their financial lives- CPAs or attorneys interested in providing enhanced resources to clients*Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents.