Sheryl Cox

Sheryl Cox Email and Phone Number

Senior Vice President and Investments - Stifel @ Stifel Financial Corp.
Boston, MA, US
Sheryl Cox's Location
Greater Boston, United States
Sheryl Cox's Contact Details

Sheryl Cox personal email

n/a
About Sheryl Cox

I have experienced things in my personal life that led me into this business. I watched my parents struggle with their financial choices because they were uneducated about money and did not know what it could provide for them. Their emotions got in the way, and they were too afraid to invest. They never had the opportunity to experience the guidance and knowledge of working with a knowledgeable Financial Advisor.My background as both a Registered Dental Hygienist and an Assistant Branch Manager at Citibank has brought me a unique insight into the principles of individual care. I care deeply about each of my clients and spend as much time as they need at our regular phone or office review. At the end of our client reviews, we plan our next upcoming review so that we are on schedule to make sure we leave no stones unturned financially.I have been serving clients for 3 decades to help them save and invest wisely before they retire and during their retirement. I work with my clients to help them make wise financial decisions that will affect their retirement income, their children and grandchildren, and their financial longevity and charitable giving. I feel that each client deserves the continual care and financial insight that I can bring to them./*********/Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.

Sheryl Cox's Current Company Details
Stifel Financial Corp.

Stifel Financial Corp.

View
Senior Vice President and Investments - Stifel
Boston, MA, US
Website:
stifel.com
Employees:
7363
Sheryl Cox Work Experience Details
  • Stifel Financial Corp.
    Senior Vice President And Investments - Stifel
    Stifel Financial Corp.
    Boston, Ma, Us
  • Stifel Financial Corp.
    Senior Vice President/Investments - Stifel
    Stifel Financial Corp. Mar 2013 - Present
    Plymouth, Massachusetts
    We focus on retirement income planning to build and provide strategies that will help create an income plan for our clients who have uncertainty regarding their retirement income future.Specialties: 401(k) accounts, IRAs, portfolio allocation analysis, retirement planning strategies, investment portfolio reviews, mutual funds, annuity reviews, and education planning.
  • Wells Fargo
    Vice President/Investments
    Wells Fargo 2009 - 2013
    Plymouth, Massachusetts
  • Wachovia
    Vice President/Investments
    Wachovia 2008 - 2009
    Plymouth, Massachussetts
  • A.G. Edwards
    Vice President/Investments
    A.G. Edwards 2004 - 2008
    Plymouth, Masachusetts
  • A.G. Edwards
    Vice President/Investments
    A.G. Edwards 1993 - 2004
    Hingham, Massachussetts
  • Shearson Lehman Brothers/American Express
    Vice President/Investments
    Shearson Lehman Brothers/American Express 1990 - 1993
  • Shearson Lehman Brothers
    Financial Consultant
    Shearson Lehman Brothers 1986 - 1990
    Manhasset, New York
  • Citibank
    Assistant Branch Manager, Priority Services
    Citibank 1982 - 1984
    New York, New York

Sheryl Cox Education Details

  • Northeastern University
    Northeastern University
    Associate In Science, Dental Hygiene
  • Salem State University (Formerly Salem State College)
    Salem State University (Formerly Salem State College)
    Bachelor In General Studies

Frequently Asked Questions about Sheryl Cox

What company does Sheryl Cox work for?

Sheryl Cox works for Stifel Financial Corp.

What is Sheryl Cox's role at the current company?

Sheryl Cox's current role is Senior Vice President and Investments - Stifel.

What is Sheryl Cox's email address?

Sheryl Cox's email address is co****@****fel.com

What schools did Sheryl Cox attend?

Sheryl Cox attended Northeastern University, Salem State University (Formerly Salem State College).

What are some of Sheryl Cox's interests?

Sheryl Cox has interest in Theatrical Arts, Reading, Biking, Enjoying Time With Family, Walking, Health Advocate.

Who are Sheryl Cox's colleagues?

Sheryl Cox's colleagues are Donald Newlin, Tony Ondracek, Russell Dibenedetto, Joseph Distler, Matt Levin, Michael A. Corson, Aams ™, John Downs.

Not the Sheryl Cox you were looking for?

  • Sheryl Cox

    Vp Governmental Affairs At America First Credit Union
    Ogden, Ut
    3
    amfirst.org, americafirst.com, americafirst.com

    3 +180177XXXXX

  • Sheryl Cox

    Solutions Account Manager At Great Minds
    Albuquerque, Nm
    4
    hotmail.com, presencelearning.com, greatminds.org, greatminds.net
  • sheryl cox

    Purchasing At Project Dynamics Inc
    Las Vegas Metropolitan Area
  • Sheryl Cox

    Columbus, Oh
    7
    ymail.com, yahoo.com, bundybakingsolutions.com, theroomplace.com, mxdgroup.com, mxdgroup.com, mxdgroup.com

    2 (866) 7XXXXXXX

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.