,CTFA™
As a Client Service Specialist, Sherry provides client service and operational support to clients and the advisory team. Responsibilities include managing client communications, administering accounts, processing account openings, transfers, and money movements, coordinating with custodians, accountants, and other professionals, maintaining documentation, and updating internal systems.
She initiates and manages workflows associated with client onboardings, review meetings, and discovery meetings, prepares reports and supporting documents, and may attend client meetings in a technical, support, or observational capacity. Additional responsibilities include reviewing account activity, researching service-related matters, organizing client records, updating training materials, and supporting front-office administrative functions.
What has been a particularly rewarding moment in your career?
When I earned my credentials as a CTFATM (Certified Trust and Fiduciary AdvisorTM).
When you’re not working you’re…?
Fully involved in family activities and caring for our fur babies.
What’s the best career advice you ever got?
My dad told me to read everything I could get my hands on. What you read can never be taken away from you.
Where did you grow up? Where do you live now?
I was born in upstate New York (Utica to be exact). I re-located to Asheville, NC, in my teens and here I am still.
Certified Trust and Fiduciary AdvisorTM
American Bankers Association National Graduate Trust School
Campbell University
BS, Southeastern National Trust School
