Dave Sherwood moved to Tucson, Arizona, in 1972 after graduating from Black Hills State College in South Dakota. Armed with a Bachelor of Science degree in Business, he began his professional career in the financial services industry as a management trainee at Pima Savings and Loan. Over nine years, Dave quickly rose through the ranks, becoming the youngest Vice President in the bank’s history. In 1979, he was honored as Employee of the Year for Pima’s 1,500-person holding company, a testament to his leadership and dedication.
For Dave, the path to finance was driven by a desire to help people achieve financial security and make informed decisions about their money. His early career experiences, including his work at Pima Savings and Loan, fostered an understanding of the importance of financial stability and planning. In 1981, he joined E.F. Hutton as a financial consultant, where he found his true passion for working directly with clients to help them navigate the complexities of financial markets. The ability to positively impact clients’ lives by providing sound financial guidance has been his primary motivation throughout his career.
With over 40 years of experience in the financial services industry, Dave brings a wealth of expertise to his clients. He spent nearly a decade at Pima Savings and Loan, where he gained a comprehensive understanding of banking and financial management. As a financial consultant with E.F. Hutton, Dave honed his skills in investment strategy and wealth management, helping individuals and families build sound financial futures. His broad experience across different facets of finance enables him to offer personalized advice that is both practical and effective.
Dave joined Greenberg Financial Group in 2002 with a clear goal: to work with a firm that shares his commitment to client-centric service and financial integrity. He was drawn to Greenberg Financial Group because he wanted to partner with a firm that puts clients first, with a focus on trust, transparency, and long-term relationships. At Greenberg, Dave has found a professional home where his values align with those of the firm.
Dave’s mission is simple: to help clients achieve their financial goals by providing expert advice and personalized solutions tailored to each individual’s unique situation. With a focus on integrity and a commitment to putting the client’s interests first, Dave takes a holistic approach to wealth management. He works closely with clients to understand their financial needs, goals, and risk tolerance, ensuring that every decision is made with their best interests in mind. Whether managing investments, planning for retirement, or navigating complex financial decisions, Dave offers clients the peace of mind that comes from having a trusted advisor by their side.
With his extensive experience, commitment to client care, and partnership with Greenberg Financial Group, Dave Sherwood continues to help clients achieve financial success with confidence and clarity.
