Sherri White is a senior private wealth advisor for the Private Wealth division and partner of Blue Trust.
As an experienced wealth advisor to individuals, families, and businesses, Sherri uses her objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. Her goal is to help those she serves focus on the things that matter most to them. Sherri and her team integrate financial planning, investment management, and trust services into financial plans tailored to her clients’ needs.
Sherri graduated from Wake Forest University with a BS in accounting. She is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), and Certified Kingdom Advisor® (CKA®), and a member of the American Institute of Certified Public Accountants.
As an active member of the community, Sherri is a past president of the board of the Greater Easley Chamber of Commerce, prior board member and program committee co-chair for the Greenville Chapter of the Accounting and Financial Women’s Alliance and is a member of the American Institute of Certified Public Accountants.
Sherri and her husband, Jeff, have one daughter. Jeff is in ministry, and he and Sherri are regular speakers at marriage conferences and ministry training events.