June 11, 2025
Heather Sherrill brings over 20 years of experience in finance and financial planning to Alloy Silverstein Financial Services. Originally from the Midwest, she earned her BSBA in Finance and Banking from the University of Missouri-Columbia before settling in New Jersey.
Early in her career, Heather worked as a municipal bond trader and broker. After taking time off to focus on her family, she reentered the financial services field as an Assistant Financial Planner at a South Jersey firm, where she worked for 10 years. Her passion for education also led her to teach high school business classes and tutor elementary students in English Language Arts.
In June 2024, she joined Alloy Silverstein as an Associate Financial Planner and Wealth Management Assistant. Working alongside Ronald V. Donato, Director of Financial Services, Heather applies her strong customer service, research, and analytical skills to support clients with tax-smart retirement planning, investment strategies, and overall financial wellness. Heather holds FINRA Series 7 and 66 licenses and is licensed in New Jersey for life, accident, and health insurance.
A Mullica Hill resident for 20 years, she enjoys time with her husband of 30 years and their college-aged daughter. In her spare time, Heather loves hiking, cycling, reading, and competing in obstacle course races.
