Sherry Holley

Sherry Holley Email and Phone Number

President, GPPW | Senior Wealth Advisor, RJFS at Gratz Park Private Wealth @ Gratz Park Private Wealth
lexington, kentucky, united states
Sherry Holley's Location
Lexington, Kentucky, United States, United States
Sherry Holley's Contact Details

Sherry Holley work email

Sherry Holley personal email

n/a
About Sherry Holley

Sherry Holley is a President, GPPW | Senior Wealth Advisor, RJFS at Gratz Park Private Wealth at Gratz Park Private Wealth. She possess expertise in finance, wealth management, investments, retirement planning, mutual funds and 5 more skills.

Sherry Holley's Current Company Details
Gratz Park Private Wealth

Gratz Park Private Wealth

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President, GPPW | Senior Wealth Advisor, RJFS at Gratz Park Private Wealth
lexington, kentucky, united states
Website:
gratzparkprivatewealth.com
Employees:
6
Sherry Holley Work Experience Details
  • Gratz Park Private Wealth
    President, Gppw | Senior Wealth Advisor, Rjfs
    Gratz Park Private Wealth Sep 2018 - Present
    190 Market St. Suite 2 Lexington, Ky 40507
    Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPCGratz Park Private Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services.Investment advisory services offered through Raymond James Financial Services Advisors, Inc.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
    View
  • Hilliard Lyons
    Wealth Advisor / Senior Vice President
    Hilliard Lyons Aug 2009 - Sep 2018
    Lexington, Kentucky Area
    View
  • A.G. Edwards & Sons, Inc.
    Financial Advisor / Senior Vice President
    A.G. Edwards & Sons, Inc. Apr 1997 - Aug 2009
    Lexington, Kentucky Area
    View
  • Merrill Lynch
    Financial Consultant
    Merrill Lynch Aug 1994 - Apr 1997
    Lexington, Kentucky Area
    View

Sherry Holley Skills

Finance Wealth Management Investments Retirement Planning Mutual Funds Series 7 Portfolio Management Financial Planning Financial Services Securities

Sherry Holley Education Details

  • Securities Institute At Wharton Business School
    Securities Institute At Wharton Business School
    Certification
  • Wealth Planning Essentials Program At Wharton Business School
    Wealth Planning Essentials Program At Wharton Business School
    Certification
  • Transylvania University
    Transylvania University
    Business Administration And Management, General
    View

Frequently Asked Questions about Sherry Holley

What company does Sherry Holley work for?

Sherry Holley works for Gratz Park Private Wealth

What is Sherry Holley's role at the current company?

Sherry Holley's current role is President, GPPW | Senior Wealth Advisor, RJFS at Gratz Park Private Wealth.

What is Sherry Holley's email address?

Sherry Holley's email address is sh****@****ard.com

What schools did Sherry Holley attend?

Sherry Holley attended Securities Institute At Wharton Business School, Wealth Planning Essentials Program At Wharton Business School, Transylvania University.

What skills is Sherry Holley known for?

Sherry Holley has skills like Finance, Wealth Management, Investments, Retirement Planning, Mutual Funds, Series 7, Portfolio Management, Financial Planning, Financial Services, Securities.

Who are Sherry Holley's colleagues?

Sherry Holley's colleagues are Ginger Ford, Emily Wick, Kaylee Holley.

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