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Reid Sherman Investment Group Ranks Among Mississippi’s Best

Reid Sherman Investment Group team in a meeting discussing wealth management strategies.

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News Summary

The Reid Sherman Investment Group of Raymond James has been recognized as one of Forbes’ 2025 Best-In-State Wealth Management Teams, securing the fourth position in Mississippi. This marks their third consecutive year of being honored for their dedication to clients and expert financial services. Co-led by Managing Directors Lindsay Reid and Chuck Sherman, the team emphasizes a client-centric approach, ensuring personalized advice tailored to individual financial goals.

Exciting News from Oxford and Tupelo: Reid Sherman Investment Group Shines Bright!

Oxford, MS – If you’re in the market for top-notch wealth management services, you’re in luck! The Reid Sherman Investment Group of Raymond James has been making waves recently, and they’re doing it right here in our own backyard. For the third consecutive year, this dedicated team has been named one of Forbes’ 2025 Best-In-State Wealth Management Teams. That’s right, they’re not just good, they’re among the best!

A Noteworthy Ranking

In the latest release of this prestigious list, which was unveiled online on January 9, 2025, the Reid Sherman Investment Group proudly secured the fourth position in the great state of Mississippi. This incredible recognition goes to show just how much the team values their clients and the lengths they go to ensure that everyone is receiving expert advice tailored to their unique financial situations.

How Did They Make the Cut?

You may be wondering, how does one get on this elite list? Well, it’s not just about showing up; it’s about standing out! The rankings are carefully crafted by SHOOK Research, and they employ a rigorous selection process that relies on both qualitative and quantitative criteria. Teams must have at least one advisor with a minimum of seven years of experience and have been operating for at least one year. Not to mention, they need to have a minimum of five team members and must be nominated by their firm!

The fancy algorithms that calculate the rankings look at all sorts of factors. These include trends in revenue, assets under management, compliance records, industry experience, and adherence to best practices. However, don’t expect them to assess portfolio performance, as the criteria take into account that clients have different objectives.

Meet the Team Behind the Success

The Reid Sherman Investment Group is co-led by the dynamic duo of Managing Directors, Lindsay Reid and Chuck Sherman, who have been at the helm since the team’s inception in 2009. They recently welcomed onboard Financial Advisor Jonathan Randolph in 2023 to further strengthen their offering.

The support staff is nothing short of impressive as well. In Oxford, Sr. Client Service Associates Lisa Williams and Liz Rousseau are the friendly faces ready to assist you. Meanwhile, in Tupelo, you’ll find the talented duo of Donna Beeler and Tammy Renick ensuring that everything runs smoothly. With over 50 years of combined experience in the financial industry, this team has garnered quite the reputation for providing exceptional service and smart investment strategies!

Client-Centric Approach

What sets the Reid Sherman Investment Group apart is their unwavering commitment to their clients. They place a strong emphasis on understanding what each individual needs when it comes to their financial goals. Whether you need help with retirement planning or investment strategies, they are there to guide you every step of the way. Their goal is not just to be good, but to be the best by focusing on quality and service.

Get in Touch!

Are you curious to learn more about how the Reid Sherman Investment Group can assist you with your financial journey? Well, you’re in luck! Appointments can easily be scheduled by visiting their website at reidshermangroup.com or by giving them a call at (662) 550-2350.

Get ready to experience financial advice that feels personal and tailored just for you. With the Reid Sherman Investment Group by your side, you’re in fabulous hands!