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Sherrie S
Series 65, Series 63
Dallas, TX
Eversource Wealth Advisors, LLC
Sherrie Smith is a financial advisor at Eversource Wealth Advisors, LLC with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Eventide Asset Management, LLC, Foreside Fund Services, LLC, and Northern Lights Distributors, LLC. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services through a national network of advisors using a variety of investment programs and provides turnkey asset management, back-office support, and sub-advisory services.
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