Sheryl Cox

Senior Vice President/Investments - Stifel

Role
Senior Vice President Investments - Stifel at Stifel Financial Corp.
Location
Boston, MA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Sheryl Cox

I have experienced things in my personal life that led me into this business. I watched…

Experience

  1. Senior Vice President Investments - Stifel

    Stifel Financial Corp.

    Mar 2013 — Present · Plymouth, MA, US

    We focus on retirement income planning to build and provide strategies that will help create an income plan for our clients who have uncertainty regarding their retirement income future.Specialties: 401(k) accounts, IRAs, portfolio allocation analysis, retirement planning strategies, investment portfolio reviews, mutual funds, annuity reviews, and education planning.

Education

  • Northeastern University

    Associate in Science, Dental Hygiene

  • Salem State University (Formerly Salem State College)

    Bachelor in General Studies

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Sheryl Cox — Senior Vice President Investments - Stifel at Stifel Financial Corp. in Boston, MA, US | Unifers