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Mark S. Sherman
Mark S. Sherman, CFP®
Consulting Group
Senior Vice President - Wealth Management
Financial Planning Specialist
Financial Advisor
120 Albany Street
4th Floor
New Brunswick, NJ 08901
tel: 732-435-2223
toll free: 800-272-1370
fax: 732-435-2255
Email Me
Welcome Associations Honors Education Services Experience
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Associations
  • Temple University Alumni Association
  • South Brunswick Youth Athletic Association
    Coach
  • Princeton Youth Athletic Association
    Coach
  • Congregation B'nai Tikvah
    Board Member
  • The Jewish Federation of Middlesex County
    Co Chair - Super Sunday
  • Recording For The Blind & Dyslexic
    Board Member
Honors and Recognitions
  • Chairman''s Council - Smith Barney
  • President''s Council - Smith Barney
  • Century Council - Smith Barney
  • 10 Year Service Award - Smith Barney
  • Blue Chip Council - Smith Barney
  • Entrepreneurial Spirit Award
  • Middlesex County Federation PNG Group
  • Honored by Congregation B''nai Tikvah for years of Service
Education and Licensing
  • BBA - Economics / Finance, 1982
    Temple University
    Philadelphia, PA
  • Financial Planning Specialist Designation
    Smith Barney
  • Fairleigh Dickenson University
    CERTIFIED FINANCIAL PLANNER™ Certificate Program
    2005 - 2006
  • Series 3 - National Commodity Futures
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life & Health Insurance Licensed
Services
  • 529 Plans
  • Alternative Investments
  • Asset Management
  • Corporate 529 Plans
  • Estate Planning
  • Family Consulting
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Municipal Bonds
  • Philanthropic Services
  • Qualified Plans
  • Retirement Planning
  • Trust Services and Accounting
  • Wealth Management
Business Experience
  • 1994 - Present: Morgan Stanley Smith Barney*
    First Vice President - Wealth Management
    Financial Planning Specialist
    Financial Advisor
    CERTIFIED FINANCIAL PLANNER™
    New Brunswick, NJ
  • 1986 - 1994: Hong Kong Shanghai Bank / Marine Midland
    Assistant Portfolio Manager
    Proprietary Trader
    New York, NY
Bulletin Board
  • As Certified Financial Planners, our Financial Advisors review your whole financial picture to educate you on the best decisions for you & your family to obtain reasonable returns within your risk tolerance while providing high quality of service.
  • Have you considered the odds that you will need long term care? Long term care insurance can be a valuable extension of your retirement and financial plans and help protect your savings. If you would like to learn more, speak with us.
  • See Special Reports for the November On the Markets. November's lineup includes "Let's Get Real" Real yields, which are yields adjusted for inflation, are now very good for high-grade corporate bonds and high yield bonds. In addition, the real earnings yield for the S&P 500 is quite high, too. These attractive real yields give investors an opportunity to get well ahead of inflation argue Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard in this month's cover story.
Mark S. Sherman is licensed in the following state(s): CA, CT, DC, DE, FL, IL, KS, MA, MD, MI, NC, NJ, NV, NY, OH, PA, SC, TX, VA, WA, WV
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
FEATURED REPORTS

On the Markets (pdf)

Municipal Market Commentary (pdf)

Current Outlook (pdf)
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