Sheree Bollinger

Investment Advisor

While continuing her semi-retirement, Sheree remains an integral member of the investment advisor team. Her many years of experience add valuable input in the financial planning process, including retirement planning, college funding, tax strategies and estate planning. She is also closely involved with the firm's compliance and accounting.

Sheree remains a key resource in investment and market strategies for clients. Before joining Legacy Financial Independent Advisors, Sheree was a managing partner and chief human resources officer at First Kentucky Securities. She attended Western Kentucky University and has served in various capacities within the financial services industry, including senior management roles at Banc One Securities, Liberty Investment Services and Wachovia Securities.

Sheree serves as Treasurer of Green Hill Therapy, a non-profit for handicap children using hippotherapy and occupational therapy. She is currently a member of the Women’s Club of Louisville and The Fillies Inc., which supports the Kentucky Derby Festival. She also sits on committees at the Tennessee Walking Horse Breeders’ and Exhibitors’ Association. 

Her interests outside of work include spending time with her two children, her grandbabies, cooking, riding horses and gardening. 

Sheree can be reached at (502) 873-0527 or via email.