Sheryl Davis CRPS®Operations Manager
Sheryl Davis is our Operations Manager and holds a Certified Retirement Plan Specialist designation.
Sheryl has been assisting financial advisors and their client’s for over 25 years. She works closely with client’s and their advisors in all aspects of their investment planning and day to day management of their portfolios, wealth transfer and estate settlement. Sheryl is an integral component of our team and she strives to assist clients in navigating the administrative and operational complexities that may arise in the management of their assets.
Sheryl earned an Associate degree as a veterinary technician at Becker Junior College in Worcester MA. She has raised three children and resides in Burlington with her husband Kevin and their dog, 3 cats and 3 birds. She is passionate about her pets, and enjoys horticulture, bicycling, boating and family time with her children and grandchildren.