Team

Insights

Sherry Williams, CFP®

Senior Financial Advisor

About Sherry

Sherry is a Senior Financial Advisor, working directly with clients to establish and implement portfolio strategies based on individual client objectives.

She joined Summitry from Bank of New York Mellon Corporation, who in 2001 acquired Van Deventer and Hoch, where she was a partner and had worked since 1990. Sherry has a Bachelor of Arts in Sociology with minors in Business and English, a certificate in personal financial planning from the University of California, Los Angeles and is a Certified Financial Planner™. Sherry is also a member of the CFA Society of Los Angeles, the CFA Institute and the Financial Planning Association.

Sherry resides in Arcadia with her husband and their two boys. She is very active with Arcadia High School and is on the Athletic Booster Board. She is also very active in the community and enjoys fundraising for various organizations.

Q & A

What are your favorite pursuits outside of work?

My family and I love to travel to places we have never been to and we love to all spend time together when possible. I love taking time to walk with my dog and teach him new tricks to impress my two sons. Additionally, I love to read and I go to the library every couple of weeks for more books to read –my favorite books are mysteries.
Discuss a solution you provided for a client that you’re extremely proud of.

I have a wonderful client that loves to give to her family–she has always given cash. One year, I suggested that she give them each stock instead of cash – to allow her children and grandchildren to learn more about stocks and the stock market in general. She had a large amount of a particular stock from the company her husband worked for and I knew the children and grandchildren would love to own some of stock from the company there grandfather had worked at. She loved the idea and she felt great about not having to spend all her cash. The kids are now clients, as well as some of the grandchildren.
If you volunteer for a charity, which one(s) and why?

I have volunteered for so many things – team parent for soccer teams and baseball teams. Additionally, I was a co-volunteer in charge of the Athletic Booster Club fundraiser for all Arcadia High School athletics for 8 years straight. Now that my kids are out of High School – I still often help out if needed.