Senior Registered Client Service Associate
Sherry plays a key role in ensuring our office runs efficiently and provides valuable support for our financial advisors and clients. She manages a wide array of duties, including handling service requests, scheduling client reviews and assisting with our team’s marketing efforts.
Personable and detail-oriented, she strives to ensure clients receive timely and thorough responses to each of their requests, and is committed to providing an exceptional client experience while helping advisors do the best job possible.
Before joining our team five years ago, Sherry spent several years working for UBS and AG Edwards.
Originally from Cumberland, Maryland, Sherry lives in Melbourne, Florida, with her husband, Dean. In her spare time, she likes gardening and spending time with her grandchildren, Matt and Josh.