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Sherry Ann Whidden

Wilmington Trust Investment Advisors, Inc.

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About Sherry Ann Whidden

Sherry Ann Whidden is an investment advisor representative at Wilmington Trust Investment Advisors, Inc. Sherry has been in the financial industry for over 20 years and has experience working with a variety of clients, including high-net-worth individuals, corporations, and institutions. Sherry holds a Series 65, Series 7, Series 52 and SIE license and has a strong understanding of the financial markets. Sherry is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Before joining Wilmington Trust Investment Advisors, Inc., Sherry worked at M&T Securities, Inc., Deutsche Bank Securities Inc., DB Alex. Brown LLC and Legg Mason Wood Walker, Incorporated.

Firm Information

Sherry Whidden is currently registered with Wilmington Trust Investment Advisors, Inc.. Wilmington Trust Investment Advisors, Inc. is an investment advisor headquartered in Wilmington, DE, with a focus on asset allocation, economic analysis and capital markets forecasting, and lease advisory services. They manage over $16.5 billion in assets, primarily for pension and profit-sharing plans, corporations, state or municipal government entities, and other investment advisors. They also provide investment management services for investment companies, charitable organizations, insurance companies, and high-net-worth individuals.
Wilmington Trust Investment Advisors, Inc.

WILMINGTON TRUST CENTER

WILMINGTON, DE 19890-0001

$16.50B

Assets Under Management

4

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation, economic analysis and capital markets forecasting, lease advisory staff to affiliates

Asset allocation, economic analysis and capital markets forecasting, lease advisory staff to affiliates

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sherry Whidden’s Registration & Firm History

MD

01/01/2025 - Present

Wilmington Trust Investment Advisors, Inc. (BALTIMORE MD)

MD

07/27/2007 - 06/09/2021

M&T SECURITIES, INC. (BALTIMORE MD)

MD

01/13/2001 - 10/05/2006

DEUTSCHE BANK SECURITIES INC. (BALTIMORE MD)

MD

03/02/2000 - 01/13/2001

DB ALEX. BROWN LLC (BALTIMORE MD)

MD

01/01/1998 - 02/23/2000

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

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Licenses & Designations

IA

Issued 06/02/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/30/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/23/2000

Series 7 - General Securities Representative Examination

BC

Issued 12/29/1997

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sherry Ann Whidden.
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