Designations and Licenses

Sherri Lynn is a Chartered Financial Consultant®.

Experience and Education

As a senior wealth advisor and founding member of Mariner, Sherri Lynn focuses on the development and implementation of comprehensive wealth solutions, primarily for high-net-worth individuals. She specializes in research that provides clients with the information needed to make informed decisions about their financial future and provides strategies that address clients’ goals, desires and concerns.

Prior to joining Mariner, Sherri Lynn was a financial associate at A.G. Edwards & Sons. With more than 21 years of experience in the industry, she has served in several roles, including wealth advisor, associate, client service manager and liaison to high-net-worth clients.