Waverly Advisors
Portfolio Accounting Specialist

Sherry Fox

Sherry Fox is a Portfolio Accounting Associate at Waverly Advisors, based in the firm’s Dayton office. She brings a wealth of experience in finance and accounting, with a career that spans both the private and public sectors.

Sherry holds a Bachelor of Science in Business Administration from Franklin University and is a commissioned Notary Public in the State of Ohio. Her professional journey includes roles in general bookkeeping, payroll, portfolio administration, performance reporting, and marketing within the capital management industry. She has also served as a financial analyst and financial manager, and most recently was the lead accountant for a public library system.

Beyond the office, Sherry is passionate about family, music, and theatre. She’s known for her legendary homemade lasagna and is currently perfecting her buttermilk biscuits for cozy Saturday breakfasts with loved ones. A talented vocalist, she enjoys singing with a group of musician friends and regularly supports local bands and community theatre productions.

Sherry is deeply committed to service, actively participating in her church’s outreach programs, including community meal initiatives. A proud Clemson Tigers fan and enthusiast of all things orange, she brings creativity, warmth, and a vibrant spirit to every aspect of her life.

Areas of Expertise

The framework is organized into six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise. 

Investment strategy & portfolio management

Comprehensive investment oversight across public and private markets.

Wealth Planning & Strategy

Holistic financial planning and multi-generational wealth stewardship.

Private Markets & Alternative Investments

Access to private equity, private credit, real estate, and real assets.

Family Enterprise & Business Advisory

Business transition, succession planning, and family governance.

Tax, Estate & Legacy Planning

Tax optimization, estate structuring, and multigenerational legacy design.

Specialized Clients Needs

Customized solutions for unique life events and complex situations

Serving with Purpose

A Culture of Connection

Waverly takes its name from a meadow of quaking aspen trees, an ecosystem where individual trees are connected by a shared root system. Since 1999, that idea has inspired our firm: strong relationships, shared values, and the belief that we are better together.

Comprehensive Wealth Management, Connected by Design

Like an aspen grove, every part of a client’s financial life is interconnected. As an independent Registered Investment Advisor (RIA), we bring together investment management, financial planning, tax strategy, trust and estate planning, and family office services to create coordinated solutions that simplify complexity and support long-term success.

A Culture Rooted in Service

Our culture of stewardship is guided by Integrity, Family, Grace, Team, Drive, Empathy, and Community. These values shape every client relationship, every decision, and every interaction. They are the foundation that keeps our people connected and ensures a consistent, high-touch experience across the firm.

The Difference Is Our People

While many firms offer financial advice, our greatest differentiator is our people. Waverly’s advisors, planners, investment professionals, tax specialists, and support teams work together to deliver thoughtful guidance and personalized solutions. It is this collaborative approach, and our commitment to serving clients with excellence and care, that transforms financial advice into lasting relationships.

Education

  • Franklin University, Bachelor of Schience, Business Administration