Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 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 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
Personalized advice, disciplined investing and ongoing review can make this a reality.
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.
Insurance Associate Specialist
Wealth Management Lending Officer NMLS # 1450823
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.