Stephanie Sherman (Guest Bio)

Stephanie Sherman’s uniquely qualified background paired with her strong client service orientation have combined to make her one of the leading providers of comprehensive financial planning services in the country.

For more than twenty-five years, Stephanie has been helping working families, individuals and business owners with their short and long-term financial goals. As a former tax attorney, and estate planning executive at a global wealth services concern, Stephanie struck out on her own in 2003.

sherman_stephanie Owing to her success and expertise in financial planning, Stephanie is a frequent contributor to national publications and a requested presenter at regional conferences and events. Stephanie is a periodic guest on Kroll Call, an online radio talk show, has contributed to BizBrain in The New Jersey Star-Ledger, NJ Money Help, and has been featured in Working Mother Magazine, The New York Times Magazine, Women in Business, and National Underwriter Life & Health. In addition, she has addressed audiences from Washington, D.C. to New York City.

In addition, she is active in the community, serving on the Board of Trustees of the Healthcare Foundation of New Jersey and the Jewish Community Foundation of Greater Metrowest New Jersey as well as the Executive Committee and Board of Trustees of the Jewish Federation of Greater Metrowest New Jersey. She is also a founding member of The Jewish Women’s Foundation of New Jersey.

Stephanie earned her Bachelor of Science in Business Administration degree in Accounting from Bucknell University and dual degrees from The American University; a Masters in Business Administration in Finance from the Kogod School of Business Administration and a Juris Doctor from the Washington College of Law. She is a lifetime member of the Million Dollar Roundtable (MDRT) as well as MDRT Court of the Table since 2006. Stephanie holds her FINRA Series 7, 63 and 65 registrations and Life, Health and Property and Casualty Insurance Licenses.



Visit Stephanie Sherman and Associates web site at


December 5 – Stephanie Sherman has tips to get your finances in order during the holiday and for the New Year

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