Sherry Holley

President, GPPW | Senior Wealth Advisor, RJFS at Gratz Park Private Wealth

Role
President, Gppw Senior Wealth Advisor, Rjfs at Gratz Park Private Wealth
Location
Lexington, KY, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. President, Gppw Senior Wealth Advisor, Rjfs

    Gratz Park Private Wealth

    Sep 2018 — Present

    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.

Skills

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

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Sherry Holley — President, Gppw Senior Wealth Advisor, Rjfs at Gratz Park Private Wealth in Lexington, KY, US | Unifers