Sherry Walters joined Waverly Advisors in October 2025 following the acquisition of StrategIQ Tax and Business Services by Waverly Advisors, LLC. As a Tax Advisor, Sherry brings over 20 years of experience in tax and accounting. She has worked at both regional and local accounting firms, advising clients on issues related to family-owned businesses and tax planning for high-net-worth individuals. Over the course of her career, Sherry has developed extensive expertise in individual, fiduciary, and partnership income tax preparation and planning.
She finds great fulfillment in building strong relationships with her clients, helping them solve complex problems, and crafting tax strategies to support their financial goals.
Outside the office, Sherry enjoys baking, exercising, and traveling with her husband and two sons.
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