Wednesday, January 27, 2021

Sherry Davis B.Mgt, PFP, FMA, FCSI Senior Financial Advisor ATB Securities Inc.

Interactive Retirement Planning

Sherry has been with ATB for over 20 years, and a Senior Financial Advisor at ATB Wealth for the past 16 years. Her wealth management firm is one of the fastest growing of its kind in Western Canada, and she is extremely proud to offer wealth solutions through such a client focused institution. Sherry loves helping her clients build their wealth and plan for their dreams, especially business owners, farmers and retired families.

Throughout the Lethbridge community, Sherry is a passionate volunteer serving on the board of the Rotary Club of Lethbridge, Senate at the University of Lethbridge, and a member of the Student Managed Investment Fund Advisory Council. She is a proud Mom, Stepmom, Dog Mom, wife, and wellness enthusiast!