Senior Client Service Advisor
Phone: (617) 745-0900 x114
Fax: (617) 745-0910
Cheryl is a Senior Client Service Advisor at PRW Wealth Management LLC. She recently celebrated her 16th anniversary with the firm. Her primary responsibilities include the processing of all investment business from inception to completion. She is also responsible for all client-related service and support.
Cheryl was educated at Eastern Nazarene College, earning an Associate’s Degree in Liberal Arts. She stays current with ongoing training sessions and conferences with National Financial Partners School of Excellence so that PRW can provide clients with the most knowledgeable employees and services. With over 25 years in the Financial Services Industry, if you have a question, Cheryl will have the answer or find it for you.
In her free time, Cheryl is an avid movie enthusiast, loves fine dining, and spending time with family. She especially cherishes her time with her nieces and nephews.