Sherri Devlin
- Role
- Financial Advisor at Edward Jones
- Location
- Dayton, OH, US
- LinkedIn followers
- 500 followers
About Sherri Devlin
Managing money in the midst of life\'s many priorities is no easy task. People of all ages…
Experience
Financial Advisor
Dec 2017 — Present · New Carlisle, OH, 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
Education
Wright State University
Business/Commerce
2020
Ashford University , Forbes School of Business
Bachelors in Consumer and Family Financial Services, Finance and Financial Management Services
2014 — 2016
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