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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