Exit Planning Institute - Find a CEPA

As a senior client strategist, Sherell delivers holistic financial planning solutions and expertise on a variety of wealth management issues exclusively to ultra high net worth individuals and families with $20MM or more in investable assets.

Sherell works with clients such as; family offices, business owners, corporate executives, medical professionals, among others. Along with her teammates, Sherell works to deliver an optimal suite of services, and creative solutions while serving as a financial “quarterback” for her clients.

Sherell has over 13 years of experience in wealth management and banking. She has been named a top performer amongst her peers with a proven record of accomplishment. Sherell also served as a state champion for Region’s Her Vision Her Legacy initiative helps educate, equip, and empower women to take control of their financial futures so that they – and their families – can rest assured that their financial legacies are secure.

{custom_meta_description=Sherell Jefferson - CEPA, CWS - BNY Mellon Wealth Management - Dallas , Texas, city=Dallas , display_country=United States, profile_description=

, hs_object_source_label=IMPORT, url_slug=sherell-jefferson, lname=Jefferson, profile_image=https://6863690.fs1.hubspotusercontent-na1.net/hubfs/6863690/263x280%20Sherell%20Jefferson.png, designations=[CEPA, CWS], hs_object_source_id=36168918, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20JUNE%202023/JEFFERSON-SHERELL-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-June-2023.pdf, hs_created_by_user_id=48998728, hs_createdate=1687552062511, hs_was_imported=true, state=Texas, id=7078046526, advisor_type=Wealth Manager, designations__text_=CEPA, CWS, custom_page_title=Exit Planning Institute - Find a CEPA | Sherell Jefferson, email=sherell.jefferson@bnymellon.com , associated_contact_record_id=2018492, website=https://www.bnymellonwealth.com/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20JUNE%202023/5303_Jefferson_CEPA-Certificate-2023-June.pdf, is_editable=editable, url_slug_2=sherell-jefferson, full_name=Sherell Jefferson, hs_lastmodifieddate=1736955439107, phone=(469) 833-5301, company_name=BNY Mellon Wealth Management, hs_object_id=7078046526, name=Sherell, associated_resources=0, hs_object_source=IMPORT, hs_object_source_user_id=48998728, postal_code=75225, hs_updated_by_user_id=62213932, status=Published}

Infographic

Securian Approved Content

UBS Approved Content

Merrill Approved Content

MassMutual Approved Content

The Value Acceleration Methodology

Download to utilize in your exit planning education or training with owners..

Infographic

The Value Acceleration Methodology Infographic

Download to utilize in your exit planning education or training with owners..

Whitepaper

Understanding Your Business Value Whitepaper

Utilizing the Five Stages of Value Maturity to Ready Businesses (and Busine..

Case Study

Understanding Your Business Value: Utilizing the Five Stages of Value Maturity to Ready Businesses (and Business Owners) for an Exit

To increase value and minimize risks in your business, you should follow th..

Infographic

Who Has a Seat at the Table Infographic

Understand the key members on your exit planning team and the roles they pl..

PDF/Download

120-Day CEPA Playbook: Download the Playbook

For a new CEPA, following the 120-day CEPA Playbook will be a critical piec..

Brochure

2022 Colorado State of Owner Readiness Quick Look Brochure

Review the most notable statistics and findings from the 2022 Colorado Stat..

PDF/Download

UBS Approved Content

2022 Colorado State of Owner Readiness Report

Download the 2022 Colorado State of Owner Readiness Report to see where Col..

PDF/Download

2023 National State of Owner Readiness Report

Download the 2023 National State of Owner Readiness Report to see where Uni..

Videos/Recordings

2024 State of The Institute

This special edition broadcast will feature a 2024 EPI State of the Institu..

Videos/Recordings

2024 Webinar Series

Join us as EPI interviews our 2024 speakers about their experiences.

Videos/Recordings

2025 Webinar Series

Join us as EPI interviews our 2025 speakers about their experiences.

5-4-3-2-1 Whitepaper

This whitepaper takes the Value Acceleration Methodology and breaks it into..

Whitepaper

5-4-3-2-1 Whitepaper

This whitepaper breaks the Value Acceleration Methodology into 5 easy conce..

Whitepaper

PDF/Download

A Look Inside The Unique World of - Value Creation Whitepaper

EPI interviewed 13 Value Advisors within the Exit Planning Community to lea..

Case Study

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Download the sample case study to use with business owner clients or in wor..

Courses

Access My Courses

Navigate to your purchased EPI Academy content.

PDF/Download

Infographic

Best-In-Class Whitepaper

At Exit Planning Institute® (EPI), being best-in-class is a deliberate choi..

PDF/Download

Infographic

Beyond CEPA Roadmap

The Beyond CEPA Roadmap is designed to provide Certified Exit PlanningAdvis..

PDF/Download

Business Attractiveness Scorecard

See how ready an owner is and what steps they should take first when prepar..

Case Study

Case Study, CEPA and CPAs

Learn how CEPA, Stacy Kuxhausen is utilizing her exit planning expertise in..

Case Study

UBS Approved Content

Case Study: Value Acceleration

Learn more about value acceleration by downloading the case study which giv..

Case Study

CEPA Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Learn how a CEPA with a national wealth management firm is utilizing their ..

Infographic

PDF/Download

CEPA Development Scorecard

Track your progress and growth by completing the CEPA Development Scorecard..

View details and resources for your upcoming CEPA program.

Logos/Branding

Chapter Logos

Download your Chapter's logo to use in marketing or business development in..

Infographic

Decentralizing the Business Owner

Do you know the risks in with a business that is completely dependent on th..

Infographic

UBS Approved Content

Decentralizing the Business Owner

Do you know the risks in with a business that is completely dependent on th..

Template

Email Marketing Templates

Sample templated emails to begin to educate owners and advisors and build y..

PDF/Download

EPI Chapter President Circle Meeting Notes

Meeting minutes from previous Chapter President Circle Meetings can be foun..

Case Study

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

When deciding to exit their business, an owner has several internal and ext..

First Steps

The first steps after earning your CEPA designation.

Infographic

Five Stages of Value Maturity Infographic

An in-depth look at the Five Stages of Value Maturity

Infographic

Five Stages of Value Maturity Infographic

An in-depth look at the Five Stages of Value Maturity

Whitepaper

UBS Approved Content

From Successful to Significant

The framework for a high value business transition.

Whitepaper

From Successful to Significant Whitepaper

Business, Personal, Financial: A Holistic Approach to High-Value Transition..

Merrill Approved Content

From Successful to Significant Whitepaper

Business, Personal, Financial: A Holistic Approach to High-Value Transition..

Infographic

PDF/Download

Infographic: Beyond CEPA Path

The Beyond CEPA Roadmap is designed to provide Certified Exit Planning Advi..

Infographic

Infographic: Decentralizing the Business Owner

See the importance of decentralizing the owner and ensuring the business ru..

Infographic

Infographic: Five Stages of Value Maturity

The Five Stages of Value Maturity impact the growth and ultimate sale of a ..

Infographic

Merrill Approved Content

MassMutual Approved Content

Infographic: The 5 D's

Educate an owner on the ways they may be forced out of their business due t..

Infographic

Infographic: Who Has a Seat at the Table

Understand the key members on your exit planning team and the roles they pl..

Articles

Books/eBooks

PDF/Download

Whitepaper

Issue One: The Annual Exit Magazine

The Annual Exit is a valuable resource for professionals in the exit planni..

Infographic

Know Your Gaps

Three numbers every business owner should know and manage to meet their goa..

Stage 1: The Value Maturity Index - Identifying Value

Materials to use within the Value Maturity Index: Identifying Value portion..

Whitepaper

The Impact of Unplanned Consequences on Business Value Whitepaper

Learn how professional advisors help mitigate the risks associates with the..

Infographic

Securian Approved Content

UBS Approved Content

Merrill Approved Content

MassMutual Approved Content