Financial Advisor
CERTIFIED FINANCIAL PLANNER
Drawing from 30 years of investment experience, Cheryl focuses on developing personal relationships with clients to help them define and pursue their financial goals while taking risks appropriate to them. By working closely with you, she can develop detailed and customized plans so that you can focus on your life goals.
Cheryl started her investment career at A.G. Edwards. Her time there ingrained a client-first mentality, and she believes that by providing trusted advice and quality service, she can help her clients to be successful.
Originally from St. Johnsbury, Vermont, Cheryl graduated from St. Johnsbury Academy, and earned her Bachelors of Science degree and Master’s degree from Thomas College in Waterville, Maine.
Being an active community member and volunteering is important to Cheryl. Currently service includes:
She lives in Oakland, Maine, with her husband Rusty, and their two boys, Dylan and Ryan; together they run McGrath Pond Maple. In her free time, she enjoys her kids’ sports, making maple syrup, gardening, hiking, and all that Maine’s four seasons have to offer, especially at their camp in Greenville, Maine. Always eager to learn a new hobby, Cheryl also enjoys beekeeping, genealogy, beer and wine making, and quilting.
Raymond James is not affiliated with and does not endorse any organization mentioned.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
