Heather Sherrill

Heather brings over 20 years of experience in finance and financial planning to the Alloy Silverstein Group.

Originally from the Midwest before calling New Jersey home, Heather attended the University of Missouri-Columbia where she received her BSBA degree in Finance and Banking.

In the earlier part of her career, she gained valuable experience as a municipal bond trader and broker. After taking time off to focus on her family, Heather resumed her career in finance as an Assistant Financial Planner at a South Jersey firm, where she worked for 10 years.

Heather’s passion for teaching and education led her to spend a year teaching business classes at her local high school and also tutoring third, fourth, and fifth graders in English Language Arts (ELA).  As of June 2024, she rejoined the financial services industry by becoming an Associate Financial Planner and Wealth Management Assistant at Alloy Silverstein Financial Services, Inc.

Working alongside Ronald V. Donato, Director of Financial Services, Heather leverages her strong customer service, research, and analytical skills to help provide tax-smart retirement planning, investment planning, and personal financial services to Alloy Silverstein’s clients.

Heather has passed her FINRA Series 7 and 66 exams. She is also licensed in New Jersey for life, accident, and health insurance.

Getting to Know Heather

A Mullica Hill, NJ resident for the last 20 years, Heather enjoys spending time with her family, including her husband of 30 years and her daughter who has just begun college. In her spare time, she enjoys hiking, cycling, reading, and competing in obstacle course races.