About Cheryl
Cheryl is the Vice President of Focus Partners, a Senior Wealth Advisor, and a Principal of Focus Partners. She works with both individual and corporate clients to design and implement personalized wealth management plans focused on tax efficiency, philanthropy, and the utilization of equity-based compensation and benefit plans. Cheryl is a CERTIFIED FINANCIAL PLANNER™ practitioner, an Enrolled Agent before the Internal Revenue Service, and formerly served as a Quality Control Officer of Focus Partners.
Prior to joining Focus Partners, Cheryl was employed as a Financial Counselor for The Ayco Company, L.P., where she provided financial counseling and tax services for senior executives of Fortune 500 Corporations throughout the southeastern United States. Cheryl earned a Bachelor of Science in Finance from Siena College.
In her free time, Cheryl enjoys spending time with her children and is active in her community. She also volunteers her time as a board member of Make-A-Wish® Massachusetts and Rhode Island.
Disclosures:
AdvisorHub criteria: Advisors to Watch (2023) – The Advisors to Watch ranking uses three main criteria in its methodology: scale, growth, and professionalism.
Five Star Professional criteria: Credentialed as an IAR, FINRA-registered rep, a CPA, or a licensed attorney; at least five years in the financial services industry; favorable regulatory and complaint history review; meeting firm’s review standards; accepting new clients; one and five-year retention rates; assets administered; number of households served; and education and professional designations. Advisors awarded: nine Wealth Advisors for 2015; nineteen Wealth Advisors for 2016; twenty-two Wealth Advisors for 2017; and twenty-two Wealth Advisors for 2018, 2019, and twenty Wealth Advisors in 2020.
Forbes Best-In-State Wealth Advisors criteria (2018, 2020, 2021, 2022, 2023, 2024): Based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data, including years of experience, revenue trends, AUM, compliance records, client retention, best practices, and approach to working with clients. Colony paid no compensation to Forbes’ to participate or for inclusion in its list.
Cheryl is the Vice President of Focus Partners, a Senior Wealth Advisor, and a Principal of Focus Partners. She works with both individual and corporate clients to design and implement personalized wealth management plans focused on tax efficiency, philanthropy, and the utilization of equity-based compensation and benefit plans. Cheryl is a CERTIFIED FINANCIAL PLANNER™ practitioner, an Enrolled Agent before the Internal Revenue Service, and formerly served as a Quality Control Officer of Focus Partners.
Prior to joining Focus Partners, Cheryl was employed as a Financial Counselor for The Ayco Company, L.P., where she provided financial counseling and tax services for senior executives of Fortune 500 Corporations throughout the southeastern United States. Cheryl earned a Bachelor of Science in Finance from Siena College.
In her free time, Cheryl enjoys spending time with her children and is active in her community. She also volunteers her time as a board member of Make-A-Wish® Massachusetts and Rhode Island.
Disclosures:
AdvisorHub criteria: Advisors to Watch (2023) – The Advisors to Watch ranking uses three main criteria in its methodology: scale, growth, and professionalism.
Five Star Professional criteria: Credentialed as an IAR, FINRA-registered rep, a CPA, or a licensed attorney; at least five years in the financial services industry; favorable regulatory and complaint history review; meeting firm’s review standards; accepting new clients; one and five-year retention rates; assets administered; number of households served; and education and professional designations. Advisors awarded: nine Wealth Advisors for 2015; nineteen Wealth Advisors for 2016; twenty-two Wealth Advisors for 2017; and twenty-two Wealth Advisors for 2018, 2019, and twenty Wealth Advisors in 2020.
Forbes Best-In-State Wealth Advisors criteria (2018, 2020, 2021, 2022, 2023, 2024): Based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data, including years of experience, revenue trends, AUM, compliance records, client retention, best practices, and approach to working with clients. Colony paid no compensation to Forbes’ to participate or for inclusion in its list.