Sherri Overton has 20 years of financial services experience. She joined Liles Group in 2006 after working for Morgan Stanley and Wiley Brothers, and she has extensive experience in administrative and compliance roles.
At the Liles Group, Sherri has multiple duties focused on providing quality professional service to the team’s clients. In addition to entering trades, she assists clients with administrative needs while making them aware of all the services the team and Baird have to offer. She also assists clients with the various technology platforms available. Sherri is passionate about educating and assisting people with their financial needs.
Sherri is a native of Westmoreland, TN and she received a double major Bachelor’s degree from Austin Peay State University. She holds the Series 7 and the Series 63 licenses.
To learn more about Sherri, visit her LinkedIn page.