Sherri brings extensive and diverse knowledge to our team and enjoys helping her co-workers and clients alike. Her bright and positive attitude is enjoyed by everyone around her. She manages all aspects of client service and strives to provide excellent customer service.
Sherri has worked in the financial services industry since 1982 and holds Series 7, 53, 55 and 63 licenses, as well as a notary designation for the state of Florida. Before moving to Florida to join Raymond James and the team in 2015, Sherri worked in various roles throughout her career. She spent 15 years on an institutional equity trading desk, 10 years with a convertible bond arbitrage firm and five years in retail securities.
A native of Atlanta, Sherri loves the easy pace of living in St. Augustine, Florida, with her husband, Lee, and her dog, May. When she’s away from the office, Sherri is an avid collector of wine, cellaring more than 1,000 bottles. She also enjoys the beach and spending time on the water with friends and family.
Q & A: Personally Speaking
- Q. What is your favorite kind of trip? Why?
- A. Ocean boating – boat rides, snorkeling and fishing in the sun are the best.
- Q. What are your must-have travel items?
- A. Sunscreen and a beach hat.
- Q. How do you spend your time outside of the office?
- A. With family and friends having dinner out or playing games.
- Q. If you weren’t doing what you do today, what other job would you have?
- A. Party planner.
- Q. What’s the one thing that might surprise others about you?
- A. I love a good hot rod car.
- Q. If you could spend a week anywhere in the world, where would it be?
- A. Tahiti in a hut over the water.
- Q. What’s the one thing you couldn’t live without?
- A. My husband and children.
- Q. How do you define success?
- A. By the reactions you get from clients.
