Sherri White

Sherri White, CPA/PFS, CKA®

Sr. Private Wealth Advisor, Partner
Greenville, SC
sherri.white@bluetrust.com
(864) 233-7405
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Sherri White is a senior private wealth advisor for the Private Wealth division and partner of Blue Trust.

As an experienced wealth advisor to individuals, families, and businesses, Sherri uses her objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. Her goal is to help those she serves focus on the things that matter most to them. Sherri and her team integrate financial planning, investment management, and trust services into financial plans tailored to her clients’ needs.

Sherri graduated from Wake Forest University with a BS in accounting. She is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), and Certified Kingdom Advisor® (CKA®), and a member of the American Institute of Certified Public Accountants.

As an active member of the community, Sherri is a past president of the board of the Greater Easley Chamber of Commerce, prior board member and program committee co-chair for the Greenville Chapter of the Accounting and Financial Women’s Alliance and is a member of the American Institute of Certified Public Accountants.

Sherri and her husband, Jeff, have one daughter. Jeff is in ministry, and he and Sherri are regular speakers at marriage conferences and ministry training events.

Testimonials

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

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I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources from Sherri

  • Navigating Economic Disruptions: The Value of Financial Planning for Women

  • Investing Fundamentals for Women

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*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/24 and subject to change.
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