Sheryl Wein
Founder | Partner at Boston Light Financial
- Role
- Founder Partner at Boston Light Financial
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Sheryl Wein
I joined Waddell & Reed shortly after graduating from the University of Massachusetts, Amherst in I live with my husband and two sons in Bedford, MA. In 2018, I co-founded Boston Light Financial. I provide investment and financial planning services based on your individual financial goals and objectives. In 2021 Waddell & Reed was sold and we moved over to LPL Financial. It has been a great journey for me. I love working with my clients and I look forward to working with you.
Experience
Founder Partner
Jul 2018 — Present · Woburn, MA, US
My goal is to develop a financial plan tailored specifically to your needs.My approach is straightforward: I can help you to assess your current financial situation and goals. I can then work with you to implement a strategy to help pursue your goals. Service is of paramount importance to us. I have a dedicated support staff ready to help you.I believe all of our clients should review their accounts with us at least once a year or more frequently based on personal and economic circumstances.• Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘Contact info’ above. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
University of Massachusetts, Amherst
Legal Studies
1995 — 2000
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.