James Sherrard
CFA, CFP®
Vice President of Investments
Education and Certifications
- Bachelor’s degree in Personal Financial Planning from Texas Tech University
- Chartered Financial Analyst® charterholder
- CERTIFIED FINANCIAL PLANNER® professional
- Accredited Investment Fiduciary® from the Center for Fiduciary Studies
- Series 65 securities license
Expertise
James’ understanding of the markets and technological expertise has made him a valuable leader on Slaughter Associates Investment team. By focusing his efforts on the research and application of investment options, risk and return analysis, effective trading processes, and the use of technology, his work helps ensure clients have the highest quality investments which are a fit for their individual needs.
James’ passion for knowledge is a perfect fit for his duties in research on investment trends and building relationships with third-party vendors, helping to keep our clients informed and our strategies diverse and valuable.
Things to know about James
What is a favorite vacation memory?
“Summers in Yellowstone and Grand Teton national parks.”
What’s my favorite type of book?
“Books surrounding Cold War history and financial crisis history.”
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.