SHORELINE FINANCIAL PARTNERS, LLC
BRADENTON, FLORIDA

2017 Manatee Chamber Small Business Finalist Danny Wood has been serving the financial needs of his clients  for 25 years.  Danny's approach to the financial well being of his clients covers expertise in investments, insurance, and residential and commercial financing.   Danny received his Bachelor of Science from Florida State University.   During his multi disciplined career, Danny has worked for the following firms:  John Hancock, Northwestern Mutual, and Edward Jones Investments. A Bradenton native and US Navy veteran, Ryan joined the team at Shoreline Financial Partners in 2016 as a Wealth Advisor. Previously a financial advisor at Edward Jones, he is licensed in the areas of life, health, annuities, and variable products and holds Series 7 and Series 66 securities registrations. Before becoming a financial advisor, he flew as a corporate pilot. Prior to working at Sherrill Wealth Management, Brenda taught for over 30 years with the majority of that time spent in international schools around the world. Brenda most recently worked as a Head Teacher and Office Manager for a well-known tutoring company.   We help families pursue their retirement goals through the proper management of their financial resources. 53% of people with a comprehensive financial plan are very confident they are making the best choices about how to manage their money, savings, and investments. Only 26% of Non-Planner say they are very confident making good financial decisions. Setting a personal benchmark and path can help filter out the noise and set a better foundation from which to make smarter decisions. We're on a mission to help investors protect their wealth and stay on track to pursue their unique goals. The SWOT analysis will give you a good indication of how we could help if you decide to continue the planning process.​ Our goal is simple; help our clients live more enjoyable lives with a little help from smarter financial planning. , to execute our trades, produce our client statements, and provide daily internet access.  Shoreline Financial Partners