Overview
Sherry is a Wealth Advisor with CLA, has been with the firm since 2016, and has been active in the investment management industry since 2006. As a member of the Wealth Advisory Team, Sherry seeks to know and help our clients by taking a holistic approach to wealth management, planning and seamless delivery of our services; working with families, business owners, and high net worth individuals delivering impeccable client service.
Technical Experience
- Financial Plan Development and Implementation
- Investment Management
- Estate and Legacy Planning and Wealth Transfer
- Retirement Savings and Income Planning
- Risk Management and Insurance Planning
Education
- Registered Investment Advisor Representative
- FINRA Series 7 securities license
- FINRA Series 66 securities license
- FPQP™ professional designation through the College For Financial Planning