Meet the Jacksonville branch
Shore to Summit has one branch location located in Jacksonville, FL. Meet our associates, and get in touch using the contact information listed below.
- 13475 Atlantic Blvd
Jacksonville, FL 32225
Sherry A. Saucerman, CFP®, AWMA®, AAMS ®, ADPA®, CRPC®
Sherry Saucerman joined Shore to Summit Wealth Management in March 2022 after a successful career as President of Atlantic Shores Private Wealth Management. Sherry has more than 25 years of experience working with clients to help achieve their financial goals. Sherry works closely with clients, concentrating on each individual’s goals and navigating their way into retirement while planning a legacy for their families.
Sherry earned her bachelor’s degree from the University of Lynchburg and earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards, Inc. Sherry also holds the Accredited Wealth Management AdvisorSM, Accredited Asset Management SpecialistSM, Accredited Domestic Partner AdvisorSM, and Chartered Retirement Planning CounselorSM designations.
Sherry and her husband, John, live in Atlantic Beach, FL, with their Labradoodle, Henry. Sherry enjoys photography, walking, researching their family history, and spending time with their grown children, Scott and Molly, their spouses Caitlin and Joe, and their three grandchildren Jaxon, Tucker, and Kristi. Sherry takes pleasure in her work as Honorary Regent of the Jean Ribault Chapter, Daughters of the American Revolution, which focuses on historic preservation, patriotism, and education in the local community.
John has been helping his clients achieve their financial goals for 30 years. His management skills are notable for the close business relationship he maintains with his clients and the high degree of personal attention each client receives.
Before joining Shore to Summit Wealth Management, John was previously the owner operator of Gideon Wealth Management and also worked at Merrill Lynch. He earned his bachelor ’s degree from Florida Atlantic University and holds the Fundamental Choice Portfolio Manager designation.
John has been a resident of Annapolis for virtually all his life. He has two daughters and four grandsons. Outside of work, John enjoys reading, spending time strengthening relationships with family and close friends, biking, resistance training, tutoring math, and playing chess. He was also an avid baseball player into his 50’s.