Cheryl is a Senior Client Service Specialist at PRW Wealth Management LLC and has been with the firm for 20+ years. 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 earned her Associate’s Degree in Liberal Arts at Eastern Nazarene College in Quincy, MA. Through ongoing training sessions and conferences with Charles Schwab & Co., Inc., Cheryl stays current on Schwab’s ever-increasing service offerings. With a client-centric focus, Cheryl delivers these services with her special brand of warmth and professionalism. With over 30 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.
Investment advisory services offered through PRW Wealth Management LLC. Securities offered through Lion Street Financial, LLC, member FINRA/SIPC (LSF). PRW and LSF are not affiliated. Life Insurance products offered through PRW Associates Insurance Agency, Inc. PRW does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Asset Allocation does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.