Sherry Teat
Sr. Private Wealth Advisor at Ronald Blue Trust
- Role
- Senior Private Wealth Advisor at Blue Trust
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Sherry Teat
Ronald Blue Trust advisors apply biblical wisdom and technical expertise to help clients…
Experience
Senior Private Wealth Advisor
Aug 2017 — Present · Charlotte, NC, US
Education
Kansas State University
Master's degree
University of North Carolina at Charlotte
Bachelor of Science (B.S.)
Skills
- Microsoft Excel
- Asset Management
- Charitable Giving
- Tax
- Business Planning
- Retirement Planning
- Strategic Financial Planning
- Microsoft Office
- Helping Clients Succeed
- Estate Planning
- Public Speaking
- Investments
- Investment Advisory
- Philanthropy
- Wealth Management
- Accounting
- Comprehensive Planning
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