The Current/Sherman Group

Merrill Lynch Wealth Management
824 A1a N
Ponte Vedra Beach, FL 32082
(904) 273-3872
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As a team, our objective is to listen carefully – and work with purpose – to improve the lives of our clients.
The Current/Sherman Group
Merrill Lynch Wealth Management
Welcome

Since 1990, the Current / Sherman Group has been providing prudent advice and financial guidance to a select group of Merrill clients. Our substantial experience allows us to be well equipped to handle the needs of wealthy families, corporate executives, foundations, as well as small and mid-sized companies. Based in Ponte Vedra Beach, Florida, our team serves clients in 30 different states who have entrusted us with more than $2 billion in financial assets as of December 2023.

We realize that quality advice and a high level of service are the cornerstones of our service model. These principles are supported by our core values of integrity, confidentiality, and dedication that guide our growth. Therefore, the majority of new client relationships come from referrals of existing satisfied clients.

 

Recognition
Matthew Schwarz
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2023-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Next Generation Wealth Advisors", 2022
(Published on August 3, 2022. Rankings based on data as of March 31, 2022.)
Show more recognition
The Current/Sherman Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Our Approach

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

Meet Our Team
Dana R Current,

CPWA®, CRPC™

Managing Director, Senior Consultant
904.273.3854
Steven J Sherman,

CPWA®, CRPC™

Managing Director, Senior Consultant
904.273.3834
Chad Labenz,

CRPC™

First Vice President, Wealth Management Advisor
904.273.3807
Matthew Schwarz,

CFP®

Managing Director, Wealth Management Advisor
904.273.3855
Richard Fetherolf,

CRPC™

Senior Vice President, Senior Financial Advisor
904.273.3883
David Sherman
Senior Vice President, Senior Financial Advisor
904.273.3864
Michael Bowles,

CPFA™

Financial Advisor
904.273.3829
Sherry Song,

AAMS™

Assistant Vice President, Relationship Manager
904.273.3866
Jamie Jezik,

CRPC™

Assistant Vice President, Investment Management Specialist
904.273.3837
Rollin C Kimball,

CPWA®

Private Wealth Planner
212.303.4041
Cynde P Mathis
Officer, Registered Senior Wealth Management Client Associate
904.273.3808
Valeri J Cain
Assistant Vice President, Wealth Management Client Associate
904.273.3816
Aida Hadzic
Registered Wealth Management Client Associate
904.273.3869
Christan DeVries
Wealth Management Client Associate
904.273.3826
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Brian R Arnold
Wealth Management Banking Specialist
Merrill
Allison Mulgrew
Wealth Strategies Advisor
Bank of America, N.A.
Andrew Demetriou
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #641851
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.