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Life & Legacy Wealth Advisors
A private wealth advisory practice of Ameriprise Financial Services, LLC

Meet the team

Dan Sherry, Associate Financial Advisor serving the Novi, MI area - Ameriprise Advisors

Dan Sherry

MBA
Associate Financial Advisor
Life & Legacy Wealth Advisors
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Tax Planning Strategies
  • Consulting on potential benefits and risks of IRA rollovers
  • Investment Management
  • Saving for Education
  • Intergenerational Planning
  • Family Finances
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution

Education

  • BS in Finance, Michigan State University, 2011
  • MBA with Finance Concentration, University of Michigan Ross School of Business, 2018

Previous experience

  • Wipro Business Consulting Manager, 2018-2025
  • Ford Motor Company Treasury Analyst, 2012-2018

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Serve on the Board of Directors for Tipping Point Theatre in Northville, MI

Interests

I was born and raised in the Detroit area and other than a stint in Chicago have lived here my entire life. My wife and I currently reside in Plymouth, MI and enjoy getting outdoors and enjoy a round of golf or game of pickleball. In addition to this, I love to support all of our professional and college sports teams locally and am excited to see some of the positive winning changes taking place! We love Michigan summers however do enjoy getting out to travel domestically and internationally.  So far we've been to 25 countries and am excited to keep adding to the list!

Connect with us

Dan Sherry may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.