Sherry Maclean

Sherry Maclean Email and Phone Number

CFO at MacLean Agency @ MacLean Agency
princeton, new jersey, united states
Sherry Maclean's Location
Princeton, New Jersey, United States, United States
Sherry Maclean's Contact Details

Sherry Maclean work email

Sherry Maclean personal email

n/a
About Sherry Maclean

Sherry MacLean is a CERTIFIED FINANCIAL PLANNER™ practitioner with over 30 years of experience in the financial services industry. Sherry’s family moved to Princeton, New Jersey in 1986. She joined forces with her father in 1993, and is the CFO of their private family office in downtown Princeton. Sherry understands the comprehensive financial planning needs of affluent families, business owners, and independent women in transition. She holds the Series 7 and 66 through LPL Financial, and is licensed to sell life, health, disability, and property and casualty insurance. Sherry also holds a bachelor’s degree in marketing and communications.Sherry excels at problem-solving. Through her long tenure and strong community ties, she has established an impressive network of professionals, comprised of attorneys, accountants, and real estate associates, ready to quickly assist with client questions, needs and goals. As an owner of a community-based company in Princeton’s central business district, Sherry sponsors many local organizations including the Historical Society of Princeton, the Princeton Family YMCA, the Women in Business Alliance, and the Spirit of Princeton, among others. Sherry is also a former member of the Board of Trustees of the Arts Council of Princeton. She is a strong advocate for doing business locally, and believes that supporting the local merchants is critical to maintaining a unique and vibrant downtown for its residents. Sherry enjoys living just a short walk from her offices in town.Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which I am registered to do business, please visit www.macleanwm.com.

Sherry Maclean's Current Company Details
MacLean Agency

Maclean Agency

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CFO at MacLean Agency
princeton, new jersey, united states
Employees:
17
Sherry Maclean Work Experience Details
  • Maclean Wealth Management
    Managing Partner
    Maclean Wealth Management May 2014 - Present
    138 Nassau Street, Princeton, Nj 08542
  • Maclean Agency
    Cfo
    Maclean Agency Oct 1993 - Present
    138 Nassau Street, Princeton, Nj 08542

Sherry Maclean Education Details

Frequently Asked Questions about Sherry Maclean

What company does Sherry Maclean work for?

Sherry Maclean works for Maclean Agency

What is Sherry Maclean's role at the current company?

Sherry Maclean's current role is CFO at MacLean Agency.

What is Sherry Maclean's email address?

Sherry Maclean's email address is sm****@****ncy.com

What schools did Sherry Maclean attend?

Sherry Maclean attended Fashion Institute Of Technology.

Who are Sherry Maclean's colleagues?

Sherry Maclean's colleagues are Taylor Maclean, Doug Dreger, Rhu, Rebc, Valarie Kreyl, Lisa Maclean.

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