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Fil Sherry is a Financial Advisor serving successful individuals and business owners primarily in Delaware and contiguous states of Pennsylvania, Maryland, and New Jersey. A member of the financial services professional community since 1984, Fil possesses the depth of experience highly valued by Merrill clients.
A Commitment to Listening
Fil centers his practice on an intense passion to understand clients’ goals and objectives, and to thoughtfully develop plans and strategies to help them achieve what they want in life. His approachable, conversational 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.
A Wealth Management Process That Works
Fil 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 followed by periodic portfolio reviews to assess progress toward goals. This fundamental, disciplined approach to wealth management yields the positive long-term results that help clients achieve their financial objectives.
The Resources of Merrill
As 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 services. And through the BofA Global research, 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 resides in Hockessin, Delaware, where he is very active in the community. Fil is happily married to his wife Susan, and the couple has three grown children.
University of Delaware
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Merrill
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1450823
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No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
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