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.

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