Bob Sherr

Bob has been in the financial services business for over 40 years. Prior to that, you would have found Bob busy on the gridiron, coaching football at both the high school and collegiate levels and as a Pro football scout. When looking to make a career change, Bob followed his desire to assist individuals in accomplishing their goals and objectives, and entered the financial services arena. Initially starting out in the life insurance field, it wasn’t long before the needs of his clients took him into the world of investments. As his business model transitioned, Bob became an independent Registered Investment Adviser allowing him to further assist his clients on a fiduciary level.

After working successfully for many years on his own, two of Bob’s three sons, Alexander and Daniel, joined him in the business providing their client base with over 60 years of financial investment experience and a strong continuity plan for many years to come.

Bob is a:
·  Registered Investment Adviser
·  Registered Securities Principal
·  Accredited Investment Fiduciary®

He is a member of the:
·  Financial Planners Association (FPA)
·  National Association of Insurance and Financial Advisors (NAIFA)

Bob holds Series 7, 24, 63 and 65 registrations and is a Registered Representative and Investment Adviser Representative with Commonwealth Financial Network.

Bob is a graduate of Central Connecticut State University and received his master’s degree from New York State University at Albany. He is married and has three children. Bob has been a resident of Lynnfield, Massachusetts, since 1983.