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Matthew Sherman

Mobile(401) 339-3960

After graduating from Rhode Island College, I began my professional career in the financial services industry in 2003. After an 11-year stint with various responsibilities at a national lender in Newport, RI I made the decision to return to my true calling, helping individuals and families with complete and comprehensive solutions to achieve their financial goals.

As an advisor my primary mission is to provide my clients with a best-in-class experience that combines service with comprehensive financial solutions that enable each client to achieve their goals with confidence, and peace of mind.

I began working with AXA-Advisors, soon to become Equitable Advisors, in 2014. Then in 2022 after 8 years as an individual advisor I made the decision to identify an experienced firm where I could take my practice to the next level. To that achieve that end I joined The Connecticut Group, with their over 150 years of combined experience in wealth management and financial planning, in 2023.

On the personal side, I grew up in Rhode Island, and relocated to Wilton CT in 2017 with my wife Rachael and my two children: Mason and Campbell. Outside of my practice I can be found skiing, biking, fly fishing or just generally spending time in the mountains with my family.

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.