Cheryl J. Sherrard
/
Financial Advisor in Charlotte, North Carolina
Director of Financial Planning experienced in assisting high net worth executives and business owners with comprehensive wealth planning, investment management and generational wealth transfers.
Specialties
Business Planning
Certified Financial Planner
CFP ®
Charitable Planning
Comprehensive Financial Planning
Estate Planning
Family Financial Planning
Fee Only
Fiduciary
Income Tax Planning
Independent Investment Advisor
Investment Services
NAPFA Member
Professional Wealth Management
Retirement Planning
Socially Responsible Investments
Stocks
Trustee Services
Wealth Management
Women's Issues
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