Jennie Sherman is a Financial Advisor who joined Planning Alliance in 2021. She provides a comprehensive suite of financial services tailored to both individuals and businesses. Jennie specializes in developing personalized strategies aimed at helping with tax efficient strategies, wealth building, and align with each client’s unique goals.
Jennie began her career on the floor of the New York Stock Exchange, where she spent a decade as a trader in one of the world’s most dynamic financial environments. This formative experience gave her a deep understanding of market behavior, risk management, and the fast-paced world of finance.
She went on to serve as the Insurance Director for a local wealth management firm, where she provided strategic insurance solutions and guidance to clients. With over 20 years of experience in financial services and insurance, Jennie holds Series 7, 63, and 65 licenses, as well as life and health insurance credentials.
In addition to her professional work, Jennie is actively involved in her community. She serves on the Board of the Women’s Club of Red Bank, is an Area Director Consultant for BNI (Business Network International), and volunteers with several local charities.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License Number - 4246243.