Jennie Sherman is a Financial Representative with Planning Alliance. Her clients aim for financial stability now and in the future. She helps provide the guidance and clarity to do so. She is dedicated to helping individuals, families and entrepreneurs protect, save, and plan for what matters most.
Jennie joined the firm in 2021 bringing 17 years of financial services and insurance experience to the team. Prior to Planning Alliance, Jennie served as the Insurance Director for a local Wealth Management Company. Additionally, Jennie spent a decade on the floor of the New York Stock Exchange as a Trader. She holds her Series 7 as well as life and health licenses.
Jennie is a devoted wife and mother and enjoys cooking, staying active, and spending time with family.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Planning Alliance is not an affiliate or subsidiary of Guardian.CA Insurance License Number - 4246243.