Sherin Storm Whitfield
Director of Transformations & Finance
As Managing Director of Client Services, Sheri focuses on making a positive difference in the lives of GAAM’s clients. She supervises a team of eight who interact with clients on a daily basis to schedule appointments, open accounts, transfer assets and assist in providing the service needed to make portfolio changes and updates, as requested.
Sheri joined GAAM Wealth Advisors in May of 1997 as a Client Account Specialist and has advanced herself to become the Managing Director of Client Services and a leader of the firm. Sheri received her undergraduate degree from the University of Tennessee in Knoxville and her MBA from East Tennessee State University. She holds her Series 7, 24, 63 through Cetera Advisor Networks and the Series 66 through CWM, LLC as well as life insurance. Sheri was born in Indiana but moved to Tennessee at age 3. She and her husband Chuck have been married since 2000. She enjoys spending time with him and her two step-children, Briarman and Trey. She enjoys running/working out, scrapbooking, photography, hiking, animals and traveling. On days above 50 degrees she loves getting our on her Harley Davidson. She has traveled to most of the National Parks and visited many countries overseas. She is an avid UT fan and attends most of the home football games.
Getting to know Sheri
Favorite Movie: Pretty Woman, The Proposal, Italian Job
Place Sheri would most like to visit: Africa
Favorite Food: Ice Cream
Something on Sheri’s bucket list: Visit all 50 states
Favorite Book: All Danielle Steele books