Sherry Mcfarland

Sherry Mcfarland Email and Phone Number

Sr. Registered Paraplanner @ Element Wealth Advisors
800 Mount Vernon Hwy NE,
Sherry Mcfarland's Location
Atlanta Metropolitan Area, United States
Sherry Mcfarland's Contact Details

Sherry Mcfarland work email

Sherry Mcfarland personal email

n/a
About Sherry Mcfarland

Started my career as Assistant to Operational Manager for A.G. Edwards and celebrated my 10th year in the financial industry February, 2013. Obtained my Series 7 and 66 in 2005 . Love working in this industry.

Sherry Mcfarland's Current Company Details
Element Wealth Advisors

Element Wealth Advisors

View
Sr. Registered Paraplanner
800 Mount Vernon Hwy NE,
Website:
elementwealthadvisors.com
Employees:
8
Sherry Mcfarland Work Experience Details
  • Element Wealth Advisors
    Client Services Manager
    Element Wealth Advisors Aug 2017 - Present
    800 Mount Vernon Highway Ne Ste 350 Atlanta, Ga 30328
    View
  • Wiener Wealth Management, Llc
    Sr. Registered Paraplanner
    Wiener Wealth Management, Llc Oct 2015 - Present
    Atlanta, Ga
    Director of operations
  • First Harbor Financial Services
    Client Relationship Manager
    First Harbor Financial Services Apr 2015 - Oct 2015
    Cumming, Ga
  • Rbc Wealth Management
    Branch Service Manager/ Registered Sales Assistant
    Rbc Wealth Management Jun 2013 - Apr 2015
    Buckhead Plaza, Ste 750, 3060 Peachtree Road Nw, Atlanta, Ga
  • Ameriprise Financial Services, Inc.
    Registered Sales Assistant
    Ameriprise Financial Services, Inc. Mar 2006 - Jun 2013
    Greater Atlanta Area
    Handle all aspect of client service for 4 top producers.
    View
  • A.G. Edwards
    Registered Sales Assistant And Operational Assistant
    A.G. Edwards Feb 2001 - Mar 2006
    View
  • Davis-Mcgraw Furniture
    Davis-Mcgraw Furniture
    Davis-Mcgraw Furniture Aug 1994 - Feb 2001
    812 Peachtree Street, Louisville,Ga.
    Assistant ManagerDuties included: Handling of customer service, contracts, collections, payroll/941 taxes. Took care of all aspects of Mr McGraw's private realty company.

Sherry Mcfarland Skills

Office Administration Manage Client Relationships Wealth Management Retirement Planning Series 7 Sales Uniform Combined State Law Financial Advisory Financial Services Customer Service Investments Retirement Series 63 Insurance Financial Planning Mutual Funds Securities Crm Management Finance Trading

Sherry Mcfarland Education Details

  • Munford High School
    Munford High School

Frequently Asked Questions about Sherry Mcfarland

What company does Sherry Mcfarland work for?

Sherry Mcfarland works for Element Wealth Advisors

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

Sherry Mcfarland's current role is Sr. Registered Paraplanner.

What is Sherry Mcfarland's email address?

Sherry Mcfarland's email address is sh****@****rds.com

What is Sherry Mcfarland's direct phone number?

Sherry Mcfarland's direct phone number is +177085*****

What schools did Sherry Mcfarland attend?

Sherry Mcfarland attended Munford High School.

What skills is Sherry Mcfarland known for?

Sherry Mcfarland has skills like Office Administration, Manage Client Relationships, Wealth Management, Retirement Planning, Series 7, Sales, Uniform Combined State Law, Financial Advisory, Financial Services, Customer Service, Investments, Retirement.

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