Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Sheryl is an experienced wealth management professional who puts a premium on educating clients and treating them with the highest level of service and respect. A veteran of Merrill Lynch since 1983. Sheryl and her team works diligently to help clients reach their most important financial goals. A strong believer in “communication, diversification and allocation”, Sheryl avoids confusing jargon. Instead, she shows clients the big picture of their financial lives and how simple steps can provide greater financial confidence for years to come.
Sheryl values what she learns from clients. For her, every day is an opportunity to grow and expand horizons. She is dedicated to understanding what drives her clients view of successful investing. She wants to help plan for what may be. As she says “my role is to be flexible, yet bring clients financial discipline”.
Sheryl earned her undergraduate degree in Finance from California State University at Fullerton. She also holds the CERTIFIED FINANCIAL PLANNER™ certification and she holds the designation as Chartered Retirement Planning CounselorSM from the College For Financial Planning. She and her husband, Troy, live in Portland with their four children.
California State University System
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We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of 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 give you peace of mind* that you're on track to help 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.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
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 financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.