Cheryl develops and oversees relationships with high and ultra-high net worth individuals and families advising them on all aspects of investment and wealth management.
As a Wealth Advisor, Cheryl works with clients to fully understand what matters most to them in order to develop an appropriate investment and wealth strategy. She conducts regular reviews to monitor her clients’ progress towards reaching their goals and ensures their strategies evolve as their lives change. As a steward for her clients and their wealth, Cheryl delivers the highest level of client service.
Cheryl also partners with clients’ tax, trust and estate, and insurance advisors to ensure a comprehensive and customized wealth plan is established and implemented.
Prior to joining Beaumont in 2019, Cheryl spent over 19 years at BNY Mellon where she was consistently recognized as a top performing Senior Wealth Manager. Cheryl holds a Bachelor of Arts (cum laude) in Political Science and Communications from Boston College. She is a Certified Financial Planner™ professional and Certified Divorce Financial Analyst® as well as a member of The Boston Estate Planning Council.