Experience

Sherry is the Senior Portfolio Manager for Lusardi Wealth Management. Sherry manages portfolios for families, executives, entrepreneurs and non-profits, with a focus on reliable income, incremental growth and tax efficiency. She invests in stocks with proven dividend growth, suitable bonds, and an appropriate allocation to technology and healthcare stocks for growth.   

Sherry has more than 35 years of investment management experience.. She joined UBS in 2003 as a Portfolio Manager. Her investment management career includes institutional municipal bond sales at Merrill Lynch and 12 years as a Financial  Advisor at Smith Barney.

Sherry graduated with a B.A.from Wake Forest University  in 1981.She is a member of the Westborough Garden Club. Sherry lives in Worcester, MA with her husband Michael.

Michael Lusardi is the Senior Wealth Strategy Associate for Lusardi Wealth Management. Michael is a Certified Financial Planner, Chartered Life Underwriter, and Chartered Financial Consultant. He provides comprehensive financial planning for our clients. These plans include cash flow analysis, stock options modeling, executive benefit analysis, 401k and business retirement plan review, annuity and life insurance analysis, social security review, estate and tax planning, and retirement plan income recommendations.  

Michael has 37 years of tax, insurance and investment advisory experience. He is a former IRS Field Agent  and a former Tax Senior at PriceWaterhouse Coopers. He also worked as a commercial insurance broker and property casualty advisor for ultra-high-net worth business owners and their families. Michael joined UBS in 2009 as a partner in Lusardi Wealth Management.

Michael graduated from Bentley College in 1979 with a B.S. in Accounting. He is a member of the Worcester Estate Planning Council. 

Michael lives in Worcester, MA with his wife Sherry. MIchael is an avid road cyclist. He and Sherry participate in many cycling clubs in New England.

Carrie is a Senior Registered Client Associate. With over thirty years of experience, Carrie's focus is providing quality client service and administrative support to our clients. She began her career at E.F. Hutton and also worked at Kidder, Peabody. Previous positions include Branch Administrative Manager and Assistant to a Managing Director heading a team responsible for overseeing various companies' Employee Stock Option Plans throughout the country. Carrie spends most of her time in Rhode Island with family and dogs, Zelda and Bulleit.