BOARD OF COUNTY COMMISSIONERS LEON COUNTY, FLORIDA

Sherwood L. Brown, Sr., CFP
7804 Preservation 850-410-3565 Office
Tallahassee, FL 32312 850-562-5553 Home
sherwood67@comcast.net 850-264-4752 Mobile
EDUCATION: Florida A&M University, Tallahassee, FL
Degree: BS, Business Administration
G.P.A.: 3.2/4.0 Scale, Cum Laude
Graduated 12/1989
EXPERIENCE
College for Financial Planning, Denver, CO
CFP Professional Education Program
June 2000
Attachment #4
Page 3 of 4
First Commerce Credit Union
12/2010 – Present Business Services Manager - Lead and facilitate the entire commercial
banking function of the credit union by supervising a small team of
relationship managers while maintaining a small book of business
individually. Grew the business services portfolio by 65% annually during
the first two years at the credit union. Responsible for training &
developing the business services channel within the financial centers.
S&R Brown Consulting, LLC
04/1994 – Present Owner, Managing Member, Certified Financial Planner - Provide tax
preparation services, credit repair and counseling services, financial
literacy seminars, retirement planning/referral, and pre-marital financial
counseling. Clients past and present include but not limited to the Passport
Program at Tampa Bay Workforce Innovation, Florida A&M University
and several area churches, schools and non profits.
Wachovia Bank, NA, A Wells Fargo Company
12/2009 – 12/2010 Manager, Vice-President – Managed the $17MM, South Monroe Store leading
a team of 4 Personal Bankers, 10 Tellers and 10 College Interns delivery
financial solutions to the Mass market in the Southeast quadrant of Tallahassee.
The South Monroe store consistently performed in the top 10% of the 500+
Wachovia stores in Florida. Also responsible for training bankers to become
managers and serving as the local relationship manager/liaison to Florida A&M
University a large Wachovia Client.
12/2004 –12/2009 Small Business Banker, Vice-President – Prospected, sold and delivered
financial services and solutions to businesses and their owners with annual sales
up to $3MM and total loan exposure no greater than $2.5MM. Served as a
coach, mentor and business partner for Financial Specialist/Branch population in
Page 206 of 622 Posted at 5:00 p.m. on April 1, 2013