After 14 years in Corporate America, with several Fortune 500 Companies and global management positions in marketing, finance and technology, Cheryl entered the financial services arena and became a licensed Financial Advisor in 2004. She joined Merrill in December of 2005.
She is a Consortium Fellow, having earned her MBA in Marketing/International Business from Indiana University and a BBA in Accounting/Marketing from the University of Wisconsin-Madison. In addition, she has completed considerable coursework towards a Master’s Degree in eCommerce from DePaul University. Cheryl has also earned both her CFP® certification and CRPC® designation.
Cheryl adheres to a disciplined process that considers the unique needs of each client with a special emphasis on education and understanding. Her training and experience provides her a unique understanding of corporate and organizational interests in the areas of treasury & pension management, credit and executive equity compensation.
She is a Lifetime Member of the National Black MBA Association, Beta Alpha Psi and Delta Sigma Theta Sorority.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
