Sherri White, CPA PFS, CKA®
Senior Private Wealth Advisor at Blue Trust - Greenville
📍 Greenville, South Carolina, United States
Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.
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Current Role
Senior Private Wealth Advisor
Location
Greenville, South Carolina, United States
Personality Overview
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Priorities
Topics Sherri cares about
Strategic Priorities
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Career
Work history
3-2019
Senior Private Wealth Advisor
Blue Trust - Greenville
9-2010 - 2-2019
Financial Advisor
PlanFIRST
6-2009 - 8-2010
Owner, Financial Advisor
Orbis Financial Inc
1-2001 - 5-2009
Co-Owner/Financial Advisor
Investment Concepts Inc.
1987 - 2000
Senior Manager
KPMG
In the press
Media appearances
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Education
1983 - 1987
BS
Wake Forest University
Social presence
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