After nearly 30 years of wealth management experience, Sherry founded Gratz Park Private Wealth in 2018 with the goal of establishing an independent practice that offers a tailored approach to wealth management services and client relationships crafted to each client’s unique financial journey.

She has garnished extensive recognition for her contributions and leadership as a Senior Wealth Advisor. Sherry earned her B.A. in Business Management from Transylvania University, where she now serves as a member of the Board of Trustees and the Pioneer Advisory Council. She was inducted into the Transylvania Athletic Hall of Fame in 2002 and remains a strong supporter of the athletic department. Sherry graduated from the Wealth Planning Essentials Program of Wharton Business School in 2016 and the Securities Industry Institute^® at the Wharton Business School in 2017. In addition, she obtained the Certified Private Wealth Advisor (CPWA^®) certification through the Yale School of Management.

Sherry specializes in providing high-net-worth clients with sound, independent advice and recognizes the importance of combining investment, tax and estate planning into a comprehensive wealth management strategy. She is passionate about giving our clients the freedom to shape their own lives while strategically planning for their future.

Sherry’s innate ability to connect with people is evident not only in the way she works with her clients, but also in her involvement with our community. As an active volunteer for the Alzheimer’s Association, Lexington Humane Society, Casa of Lexington, Bluegrass Parkinson’s Alliance, and Shriners Hospitals for Children, Sherry strives to make a difference in the lives of others. Sherry currently serves as a board member for the Women’s Worth Alliance and the American Red Cross – Bluegrass Region where she actively campaigned to provide a children’s waiting area at its local American Red Cross office for families dealing with crises and tragedies.

 

Contact Sherry for:

• Comprehensive wealth planning
• Investment analysis, strategy, and implementation
• Account performance and goal progress
• Tax strategies