Sheri began her career in 1986 with Dean Witter Reynolds and continued building her client relationships as she transitioned into management with A.G. Edwards and later UBS -- all the while maintaining her commitment to her clients and their financial goals. Shifting away from the product-driven approach common to larger firms, Sheri joined Raymond James Independent Advisors Division and launched Wealth Strategies, Inc. in 2003 to offer a more service-driven approach consistent with Sheri’s values.
Through listening and patience, Sheri works with her clients to identify what matters most in each individual life -- becoming the basis for defining her client’s goals and understanding their risk tolerance. From this point, she creates a solid plan to implement and manage.
Sheri conducts an annual in-depth review and assessment for every client to stay abreast of the inevitable shifts in client needs and priorities, as well as the ever-changing investment markets. Sheri’s personal touch and thoughtful disciplined commitment help to keep her client’s financial goals on track.
As diverse as her clientele, Sheri enjoys a large spectrum of activities in her personal life. Quality time with family is a priority for both she and her husband, Steve. They also enjoy skiing, fine dining, new wine discoveries, horseback riding and tending their animal friends on their 40-acre ranch in California’s Gold Country.
Raymond James is not affiliated with any of the listed organizations.