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Senior Financial AdvisorAssistant Vice President1201 MARKET STREET
Learn more about an advisor’s background on FINRA’s BrokerCheck
Fil Sherry is a Financial Advisor serving successful individuals and business owners primarily in Delaware and contiguous states Pennsylvania, Maryland, and New Jersey. Part of the financial services professional community since 1984, Fil puts his extensive experience to work generating practical strategies for a vast array of client needs. A Commitment to ListeningFil’s practice is centered on his passion to fully understand clients’ goals and objectives, so that he can develop effective plans and strategies to help them achieve what they want in life. His approachable style, coupled with vast experience and keen grasp of clients’ financial concerns, position Fil as the ideal Financial Advisor for clients at any stage in their financial life. If you are looking to grow, preserve or transition your wealth, Fil is ready to listen. A Wealth Management Process That WorksFil prides himself on his client-centered wealth management process, which takes into account the particular circumstances and risk tolerance of each client and then applies time-tested investment principles such as effective asset allocation techniques, tax minimization strategies and dynamic portfolio management. Clients are involved throughout the process, from the development of investment strategies, through implementation and then with periodic portfolio reviews to assess progress toward goals. This fundamental, disciplined approach to wealth management yields long-term results that help clients achieve their financial objectives. The Resources of Merrill LynchAs a member of Merrill Lynch Wealth Management, Fil taps a vast network of dedicated specialists in all areas of wealth management, investments, and estate planning. And through the Bank of America Merrill Lynch investment research group, Fil utilizes core market and economic research, combined with other tools and support, to provide clients truly customized financial advice supported by the collective "know how" of one of the most highly regarded investment firms in the world.
Fil graduated from the University of Delaware where he earned a bachelors degree in Business Administration and a minor in Economics. He is active in the community and serves as a member of the Big Brothers/ Big Sisters of Delaware Board. Fil lives in Hockessin, Delaware, with his wife Susan, and the couple has three children.
William Sherry is registered to do business in : AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, LA, MA, MD, ME, MN, MO, NC, NH, NJ, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA
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