Cheryl J. Sherrard

Director of Financial Planning experienced in assisting high net worth executives and business owners with comprehensive wealth planning, investment management and generational wealth transfers.

Website

Specialties

Business Planning Certified Financial Planner CFP Â® 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

Your name

Your location?

Suggestions will appear as you type. Example: Cary, NC.

How can we help you?

Please describe your needs and any special services you may require. SUPER IMPORTANT: Do not use foul language or include web links to websites (even if they are yours). We ignore those contact requests. Thanks!

Are you shopping around?

Yes

Optional, but recommended. Leave this set to Yes and save yourself time and money; NestEggZone.com will help you find the best financial advisor for your needs!

Optional, but recommended. An email is required if a phone number is not provided.

Phone #

Optional, but recommended.

Cheryl J. Sherrard / Financial Advisor in Charlotte, North Carolina

Specialties