The ClientWise Team

Sherrie English brings to Clientwise a rare combination of perspectives: more than two decades inside the financial services industry as a top-producing advisor and executive, and more than a decade since as a Professional Certified Coach working with the people who lead the firms. Her career has spanned both sides of the table, and her coaching draws on every chapter of it.

Sherrie was hired into the financial industry in the first deliberate wave of women advisors brought in on purpose by E.F. Hutton, a moment that helped shape both her practice and her sense of purpose. She spent five years as a municipal bond specialist, served as a liaison between one of the country's largest asset management firms and the wirehouses, and worked in private equity before joining the Private Banking & Investment Group at Merrill Lynch. As a global associate partner with one of the largest money management teams in the United States, she helped raise more than $4 billion in assets, one of the first women in the industry to do so, and brought in an individual private client relationship of $250 million. During the 1990s, she served as a national television spokesperson for the profession.

Sherrie's transition into coaching reflects a long-standing interest in what makes advisors and advisory firms thrive, and what quietly gets in the way. She is a Professional Certified Coach (PCC) with the International Coaching Federation and holds certifications in exit strategies for business owners and in financial planning. Most recently, she served as Chief Coaching Officer at her prior firm. At Clientwise, she coaches the principals and emerging leaders of financial advisory firms through the leadership, succession, and growth questions that define their next chapter.

Sherrie has coached with NASDAQ's Entrepreneurial Center and been a guest speaker at the University of Southern California, Morgan Stanley, Ameriprise, Texas Wall Street Women, and numerous industry events. Her work has consistently focused on the moments where business challenges and personal leadership questions converge- succession transitions, partnership formation, scale decisions, and the shift from leading a practice to leading an enterprise.

Sherrie is an honor graduate of The University of Texas. A fifth-generation Texan from a ranching family, she lives in Austin, where she has spent recent years renovating the ranch home her mother was born and raised in. A point of pride for her is that now, after five generations, the home has an honest-to-goodness plumbing system. Outside her work she hikes, practices yoga, travels, and cooks,

On the larger end of "travels," she has summited the highest peak in the Alps, lived for a month with the Cofan tribe along the headwaters of the Amazon, and backpacked solo through Europe for six months. She is a co-founder of a charity supporting children with rare and undiagnosed conditions, and is the proud mother of two adult children (a daughter and a son) who, in her words, are becoming contributing members of society.

Her professional aspiration is simply stated: that the leaders, and the generations of their families, are measurably better because of the work they did together.