Sherri Desjardins

Founder/Wealth Advisor

Sherri L Desjardins has worked in the financial services industry since 2007. She began her career in The Villages as a Florida licensed insurance agent. Sherri is a graduate of University of Phoenix where she received a Bachelor of Science Degree in Business Administration. As a wealth advisor her primary goals are to partner with clients to develop a comprehensive financial plan that meets their retirement goals and needs. Although Sherri enjoys all aspects of the financial planning process, her favorite areas of planning include, income planning, insurance planning, and wealth management.

Sherri was born and raised in Lisbon, Maine and has been a Florida resident since 1989. In her spare time, Sherri enjoys watching NFL, MLB, and NHL sporting events and attending games at the various Florida stadiums and arenas. Travel is Sherri’s favorite hobby which includes trips to Maine to visit family and cruises throughout the year to warm tropical islands.



•Bachelor’s in Business Administration - University of Phoenix
•Series 7 General Securities Representative
•Series 63 Uniform Securities Agent State Law Exam
•Series 66 Investment Adviser Representative
•2-15 Insurance License  (Life, Health, Long Term Care, Annuities)


Phone (352) 444-1400
Fax 352-444-7214