Drawing from 25 years of investment experience, Cheryl focuses on developing personal relationships with clients to help them define and achieve their goals, while minimizing the risks that they take.
Prior to joining Raymond James, Cheryl worked with LPL Financial, but likes to say that she ‘grew up’ at A.G. Edwards. Her time there engrained in her the client-first mentality, and she believes that by providing trusted advice and exceptional service, her clients will be successful.
Cheryl currently serves on the Board of Directors for United Way of Mid Maine, and is a 2017 recipient of the REM Award. She lives in Oakland with her husband Rusty and their two boys, Dylan and Ryan. In her free time, she enjoys her kid’s sports, making maple syrup, gardening, genealogy, and all that Maine’s four seasons have to offer.
Raymond James is not affiliated with and does not endorse any organization mentioned.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.