Sherry Burd

SVP & Senior Client Manager at Merrill Lynch

Sherry Burd is the SVP & Senior Client Manager at Merrill Lynch based in United States.

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SVP & Senior Client Manager at Merrill Lynch

Current Workplace


United States


Financial Services


Founded in 1914, Merrill is one of the largest wealth management businesses in the world. Merrill financial advisors combine financial knowledge and experience with a deep understanding of their clients’ needs to help their clients pursue the lives they want. With a deep commitment to placing their clients' interests first, Merrill financial advisors draw upon the investment insights of Merrill and the banking insights of Bank of America to unlock opportunities tailored to their clients’ needs in many areas of their financial lives. The strategies our financial advisors offer go beyond investment management to include college savings strategies, retirement planning, eldercare, philanthropy, estate planning services, small business services, and access to cash management & banking strategies. Any opinions, views, statements, estimates or projections ("posts") posted on this web page are solely those of the author(s). Merrill Lynch Global Wealth Management is part of Bank of America Corporation's Global Wealth & Investment Management business. Additional Terms, Conditions & Disclaimers found here: https://www.ml.com/social-media/merrill-lynch-on-twitter.html Disclaimer The site is maintained by a third party that has no affiliation with Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S" or "Merrill"). The recommendations posted to this page by or about Merrill employees, are not endorsed by, and may not represent the views. This material is not intended to constitute a recommendation, offer or solicitation for the purchase or sale of any security financial instrument. or strategy. Always consult with your independent attorney, tax advisor, investment managers, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy. Bank of America Linkedin Community Guidelines: http://about.bankofamerica.com/en-us/social-media/linkedin-community­guidelines.html

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Sherry Burd Work Experience and Education

Work Experience

SVP & Senior Client Manager
Merrill Lynch
Wells Fargo
Senior Vice President
Bank of America

Education Background


University of Virginia

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View Colleagues

Connie Chumas
Financial Advisor at Merrill Lynch
Brandon Covey
Financial Advisor at Merrill Lynch
Jack Ryan
First Vice President -- Wealth Management at Merrill Lynch
Patrick Chin
VP - Wealth Management Banking Specialist at Merrill Lynch
Chris Tierney Crpc
Senior Vice President - Wealth Management at Merrill Lynch
John Reid
Seasonal Support (Part-time) at Merrill Lynch

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Sherry Burd’s colleagues are Connie Chumas, Brandon Covey, Jack Ryan, Christine Tu, Patrick Chin, Dan Mayo, Chris Tierney Crpc, John Reid, Alice J. Curtis, Srikanth Neelakantan.

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Sherry Burd’s role inMerrill Lynch is SVP & Senior Client Manager

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