Sherry Tilson

Client Concierge and Manager of Administration Oversight

Sherry began her financial services career in 1997 at a regional investment firm where she acted as a sales assistant. While in that role, she developed a support process to leverage her producer’s time and efforts to grow revenue. In this time Sherry earned the FINRA general securities license to become a Registered Sales Associate. In her subsequent positions, working with different producer personalities helped Sherry develop the kind of thick skin and laser focus that allowed her to thrive in an ego-driven environment and still help those producers grow their businesses.

Sherry joined Dan in 2007 and took over nearly all the service responsibilities for clients and their accounts. Simply, Sherry was the focal point for all things account-related for clients, from cash and securities movements to placing block trades for large securities transactions. Currently, Sherry is the Worthington Wealth Management Client Concierge, as well as providing oversight to all things administrative.

Sherry lives in Powell, Ohio, and has three children. When her hectic life allows, Sherry enjoys sunbathing by the pool, camping with “her boys”, and rooting for anything Ohio State.

Contact Sherry!