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Sherry Tilson
Manager, Client Concierge And Administration at Worthington Wealth Management
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Work Experience
Manager, Client Concierge And Administration
May 2021 - Present · 3 years and 7 months
Senior Registered Financial Client Associate
Mar 2012 - Apr 2021 · 9 years and 1 months
Registered Client Associate/ Senior Account Administrator
Mar 2007 - Mar 2012 · 5 years
Company Details
At Worthington Wealth Management, we think outside of the box. The tried and true investment methods work for some, but for those who have a visionary mindset and want to make their financial goals a reality, our Allocating for Alpha process provides guidance for forward-thinking investors. If your goal has a dollar sign in front of it, you want Worthington Wealth Management to be involved. Worthington Wealth Management (“WWM”) is a registered investment advisor with the Securities and Exchange Commission (“SEC”) and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not imply a certain level of skill or training. Please refer to our Form ADV Part 2A disclosure brochure and our Form CRS for additional information regarding the qualifications and business practices of WWM.
Year Founded
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Social Media
Linkedin
Industry
Investment Management, Other Financial Investment Activities, Finance and Insurance
HQ Location
57 E Wilson Bridge Rd 300 Worthington, Ohio 43085, US
Keywords
wealth managementtote baglife insurancecash flow analysisgovernment debttraditional brokeragepie chartnet social securityretirement income planningfinance public projects
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