MANAGEMENT TEAM

Marc Sheridan- President/Founder

Mr. Sheridan helps the affluent with advanced estate planning and innovative charitable giving. His talent for conveying complex information into plain English has won the trust and admiration of Sheridan Wealth Advisor's many clients. It is his drive, creativity, passion and expertise that shape the culture of Sheridan Wealth Advisors.

He is a member of a talented team that has re-directed $3 Billion from the Government to Charities and much more to his clients' heirs. Mr. Sheridan is actively involved in developing customized plans that, as he puts it, "change lives forever." He also works closely with numerous board members at non-profits across the USA in producing six and seven figure gifts. Mr. Sheridan is one of only 50 people in the country with the specialty skill set of eliminating estate tax combined with complex charitable planning.

Mr. Sheridan is a member of the MDRT ( Million Dollar Round Table) and the Top of the Table, which represents the top 1% of planners in America.

He has also been a selfless volunteer in the Miami community for 25 years and has raised almost $30 million for charity. Mr. Sheridan lives in Bal Harbour Florida with his wife and three daughters.

MANAGEMENT TEAM

Marc Sheridan, President and Founder
Paul Maizes, Vice President, Wealth Advisor
Charles Robb, Vice President, Marketing