Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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. In 2013, Cheryl was named one of REP Magazine’s Top 50 Wirehouse Women.
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.
*Source: REP., February 1, 2013, the “Top 50 Wirehouse Women in America.” Advisors on the Top 50 Wirehouse Women list are ranked exclusively by assets under management custodied at the four wirehouse firms. Only advisors for whom 60 percent or more of assets correspond to retail clients were eligible for the list. REP. magazine and WealthManagement.com do not receive any compensation from financial advisors, participating firms and affiliates, or the media in exchange for rankings. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.
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.
University of Wisconsin
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.