With more than three decades of industry experience, Sheri focuses on helping her clients build, manage and preserve their wealth by having a comprehensive understanding of their goals and providing solutions. Though she serves a variety of clients, she specializes in helping pre-retirees, retirees, and women investors.
Sheri began her finance career in 1986 as New Accounts Specialist with Valdosta Federal Savings and Loan during college. After graduating from Valdosta State University, she joined Robinson-Humphrey Company in Macon, Georgia. In 2003, she decided to pursue her dream of helping clients with their financial goals and retirement planning and became a financial advisor, spending 14 years at Morgan Stanley Smith Barney, which was formerly a division of Citigroup Global Wealth Management. In 2017, she joined Raymond James.
She stays involved in her community as a member of North Macon Rotary Club and Martha Bowman United Methodist Church, and as a committee member for Depaul USA Daybreak of Macon. She is also passionate about serving the American Heart Association, and was Chairwoman of the Go Red for Women Gala in 2019.
Originally from Maitland, Florida, she lives in Macon, Georgia with her husband, John. They have a daughter, Kelby. In her free time, Sheri enjoys gardening, entertaining, cooking and spending time outdoors.