The retirement you've earned

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Sherry began her securities career in 1996 as a marketing coordinator for a Financial Advisor with Merrill Lynch in Lake Jackson. While attending Houston Baptist University, she worked full time for Houston Partners, a Houston based venture capital firm where they specialized in creating business investments for affluent clients. Then in 2000 Sherry joined Morgan Stanley Dean Witter and began her career serving individual client's financial needs. She has spent the last decade educating upcoming retirees on the steps needed to achieve retirement. Her focus is helping employees in the Petrochemical Industry prepare for and transition into retirement. Sherry provides her clients with retirement cash flow and investment plans optimized to achieve both their needs for a retirement paycheck and their specific retirement goals while minimizing their potential for running out of money.

Sherry currently works with UBS Financial Services as a Managing Director – Wealth Management, USA. She is FINRA registered and holds Series 7; 31; 63; and 65 securities licenses and is registered with the Texas Department of Insurance.

Sherry and her husband Nick have identical twin sons (Chase and Logan), a daughter (Shylah Grace) and enjoy traveling, playing poker, and spending time with the family.

• Forbes America’s Top Women Wealth Advisors, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
• Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

• Houston Baptist University

• TX

• The University of Texas at Austin, BBA Finance: 2004 - 2007

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• CA
• GA
• NY
• TX

In 2007, Haley started at UBS as a Client Service Associate (CSA) with a passion for client support.  In 2012 she became the CSA for The Refinery Investment Group. Using her extensive technical skills and passion for clients, Haley significantly contributed to the 406% growth of the team from 2012 to 2021. Haley was promoted to the position of Senior Wealth Strategy Associate – Relationship Manager in 2021. In this new position Haley continues to work closely with clients to support their needs.

Haley holds Series 7 and 66 securities licenses.

Haley always had a passion for helping others. Haley is a big Astros baseball fan. She enjoys traveling and especially traveling to new baseball stadiums to watch Astros road games. She also loves animals with special recognition for her two dogs Gianna and Ellie.