Serving Centerville, Hyannis and Yarmouth
Cheryl brings extensive financial planning knowledge and comprehensive wealth management, with an expertise in retirement and income planning. She is registered in investments and licensed in annuities, as well as life and long-term care (LTC) insurance. She has been in the financial services industry for over forty-eight years and is experienced at helping clients achieve
their financial goals.
Cheryl holds a degree in Business Administration from the Andover Institute of Business. She has spent twenty-eight years as a bank-based investment executive on Cape Cod and twenty years in administrative, marketing and trading positions at Boston investment firms.
Whether you’re changing jobs, planning for retirement, a college education or to leave a legacy behind, it makes sense to speak with Cheryl first.
- Series 7: General Securities Representative
- Series 24: General Securities Principal
- Series 63: Uniform Securities Agent
- Series 65: Registered Investment Advisor Representative
- Annuities, Life and Long Term Care Insurance
Brokerage services are offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC. Cape Cod Five Investment Services is a trade name of the bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
|• NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE •|