Sherry Holley Email & Phone Number
President, GPPW | Senior Wealth Advisor, RJFS @ Gratz Park Private Wealth
Sherry Holley's Location
Lexington, KY, US
Sherry Holley's Work
- President, GPPW | Senior Wealth Advisor, RJFS @ Gratz Park Private Wealth
- Wealth Advisor and Senior Vice President @ Hilliard Lyons - A Baird Company
- Financial Advisor and Senior Vice President @ A.G. Edwards & Sons, Inc.
- Financial Consultant @ Merrill Lynch
Sherry Holley's Education
- Securities Institute at Wharton Business School
Certification
2014 - 2017 - Wealth Planning Essentials program at Wharton Business School
Certification
2016 - 2016 - Transylvania University
Bachelor’s Degree (Business Administration and Management, General)
1984 - 1988
Sherry Holley's Skills
- Finance
- Wealth Management
- Investments
- Retirement Planning
- Mutual Funds
- Series 7
- Portfolio Management
- Financial Planning
- Financial Services
- Securities
Sherry Holley's Summary
Sherry Holley, based in Lexington, KY, US, is currently a President, GPPW | Senior Wealth Advisor, RJFS at Gratz Park Private Wealth, bringing experience from previous roles at Hilliard Lyons, A.G. Edwards & Sons, Inc. and Merrill Lynch. Sherry Holley holds a 2014 - 2017 Certification @ Securities Institute at Wharton Business School. With a robust skill set that includes Finance, Wealth Management, Investments, Retirement Planning, Mutual Funds and more, Sherry Holley contributes valuable insights to the industry. Sherry Holley has 1 email and 1 mobile phone number on RocketReach.
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Sherry Holley
President, GPPW | Senior Wealth Advisor, RJFS at Gratz Park Private Wealth
Lexington, KY, US12 -
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