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Engaging. Generous. Goal-Oriented.
Sherry Davis is a passionate, driven-to-perform senior financial advisor at ATB Wealth with deep community ties in the Lethbridge area. Caring, consistent and knowledgeable, Sherry’s goal is to always provide a high level of client satisfaction and advocacy. Born and raised in Newfoundland, the Lethbridge transplant has a Bachelor of Arts and Bachelor of Management from the University of Lethbridge.
Client confidence
During her time at ATB Wealth, Sherry has built meaningful relationships with her trusted colleagues and clients while helping others achieve their own dreams. It was this experience that inspired her philanthropy and support of students at the U of L through the Sherry Davis Academic Award. Sherry is extremely proud to help business owners, agriculture producers and retired families build their wealth and plan for their dreams.
A generous community leader
In her spare time, Sherry is a passionate volunteer serving as an Assistant Governor for the Lethbridge Rotary Clubs. She is also President of the Original Lethbridge Business Breakfast Club. Sherry has also been awarded the Excellence Awardee recognition, for Female Trailblazer of the Year 2022, by Wealth Professional Canada. To relax from a busy and fulfilling lifestyle, Sherry and her family enjoy getting away to Canmore to enjoy our beautiful Rocky Mountains.
Contact me
I’m always happy to help with your financial needs. Send me a message or contact me at my branch and I’ll get back to you within 24 business hours.
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Canadian Investor Protection Fund
ATB Securities Inc. is a member of CIPF, which provides protection to investors’ securities, cash or other property in the event of an insolvency of a member firm.
ATB Wealth® (a registered trade name) consists of a range of financial services provided by ATB Financial and certain of its subsidiaries. ATB Investment Management Inc. and ATB Securities Inc. are individually licensed users of ATB Wealth. ATB Securities Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.
The information contained herein has been compiled or arrived at from sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness, and ATB Wealth (this includes all the above legal entities) does not accept any liability or responsibility whatsoever for any loss arising from any use of this document or its contents. This information is subject to change and ATB Wealth does not undertake to provide updated information should a change occur. This document may not be reproduced in whole or in part, or referred to in any manner whatsoever, nor may the information, opinions and conclusions contained in it be referred to without the prior consent of the appropriate legal entity using ATB Wealth. This document is being provided for information purposes only and is not intended to replace or serve as a substitute for professional advice, nor as an offer to sell or a solicitation of an offer to buy any investment. Professional legal and tax advice should always be obtained when dealing with legal and taxation issues as each individual’s situation is different.