Sherri Devlin

Role
Financial Advisor at Edward Jones
Location
Dayton, OH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Sherri Devlin

Managing money in the midst of life\'s many priorities is no easy task. People of all ages…

Experience

  1. Financial Advisor

    Edward Jones

    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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Sherri Devlin — Financial Advisor at Edward Jones in Dayton, OH, US | Unifers