Sherri Devlin , Ricp®

Sherri Devlin , Ricp® Email and Phone Number

Financial Advisor @ Edward Jones
Sherri Devlin , Ricp®'s Location
Dayton Metropolitan Area, United States, United States
About Sherri Devlin , Ricp®

Managing money in the midst of life's many priorities is no easy task. People of all ages and backgrounds struggle with the same daily pressures of earning enough, taking care of their families and staying on top of their finances. A lot of times, things like saving for education, retirement or something unexpected gets pushed to the side losing out to life's other priorities. Hi, my name is Sherri Devlin and I fully understand how life comes with its fair share of tough times and transitions. That is why I have made it my personal mission to help provide the educational tools, resources and professional guidance needed to help you plan your financial future with confidence, no matter what phase of life you maybe in.I have been with Edward Jones for 14 years. I focus on helping people create individualized strategies unique to their life circumstances. I have been married for 30 years, have six children and so far, five grandchildren. Family is very important to me. My husband, Patrick, and I have lived in the area since childhood so, needless to say, I am not going anywhere. I love serving the communities where I live and work. Giving back is a big priority in my life. I am here to help those that are wanting to become serious long-term investors. If you are searching for an experienced financial advisor that is able to navigate portfolio investments, different savings strategies and helping you to make your money work for you right here in your local area, then look no further. Come in or call to make an appointment today. We can't wait to meet you. Focus areas include:Retirement Income Planning | Social Security Claiming | Long-Term Care Planning | Asset and Distribution Management | Life Insurance & Annuities | Estate and Legacy Strategies/*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Sherri Devlin , Ricp®'s Current Company Details
Edward Jones

Edward Jones

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Financial Advisor
Sherri Devlin , Ricp® Work Experience Details
  • Edward Jones
    Financial Advisor
    Edward Jones Dec 2017 - Present
    St. Louis, Mo, Us
    - Help create financial plans- Give investment advice- Provide insight on IRA's, 401k's, TSP's, ESOP's, 403b's, Pension's, etc.- Help with retirement income strategies- Help with in-service withdraws, rollovers and consolidations- Help with QDRO's
  • Edward Jones
    Branch Office Administrator
    Edward Jones May 2010 - Dec 2017
    St. Louis, Mo, Us
    • Assisted our branch in planning, coordinating and running day to day branch activities• Helped to develop clear strategies to help grow the business• Helped to construct a business plan that included a vision statement, marketing strategy, client service strategy, business projections, and techniques for successful branch management• Networked with other community leaders and professionals

Sherri Devlin , Ricp® Education Details

  • Global Outreach Virtual Edu.
    Global Outreach Virtual Edu.
    Finance And Financial Management Services

Frequently Asked Questions about Sherri Devlin , Ricp®

What company does Sherri Devlin , Ricp® work for?

Sherri Devlin , Ricp® works for Edward Jones

What is Sherri Devlin , Ricp®'s role at the current company?

Sherri Devlin , Ricp®'s current role is Financial Advisor.

What schools did Sherri Devlin , Ricp® attend?

Sherri Devlin , Ricp® attended Global Outreach Virtual Edu..

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