Sr. Branch Operations Manager
As Sr. Branch Operations Manager, Shery helps manage the overall efficiency and supervision of the office. Her extensive industry experience provides the knowledge needed to identify issues and resolve them timely and efficiently with little or no disruption to the daily operations of the office.
Through various mergers and acquisitions, Shery has been with Raymond James since 1994, having multiple roles throughout her tenure. She began as a sales assistant and then spent several years as a Wire Operator, which ultimately led to her promotion to Sr. Branch Operations Manager. Shery is also the Registered Client Service Associate for Dave Petty, CFP® and works closely with him and his clients on a daily basis. In addition to her extensive industry experience and dedicated Customer Service, Shery holds her Life & Health Insurance License and Series 6, 7, 9, 10, 63 & 66 Securities Industry Licenses.
Shery lives in Prattville and has two children, Brooke & Adam. She also has 5 grandchildren Braydon, Kamden, Makayla, Austin & Brendan.
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.
