Have you ever wanted to go on an extravagant trip like an Alaskan cruise, buy that expensive Ferrari or purchase that beautiful lake house and wondered how you could do that?
As a financial advisor of a local Edward Jones branch, I believe it is essential to first understand what is most important to you and your family so we can partner together to achieve your financial goals. We use an established process to partner with you, your CPA and attorney to help educate, design, implement and protect your financial goals throughout your lifetime.
My intensity to care and help others, combined with my passion with finances, started my journey in the financial industry at AG Edwards in 1995. I then ventured to Morgan Stanley and then Schwab until I found my permanent home at Edward Jones in 2001. With over 25 years of experience, I decided to open my own Edward Jones office right in the heart of Winter Park, FL with my Branch Office Administrator, Jessica Coppola. Jessica started her adventure in 2017. She is detail-oriented, personable and dedicated to providing you with the highest level of service possible.
As a longtime member of the community, I have a desire to give back. I have volunteered with United Against Poverty and I am a sponsor of the Central Florida Corvette Association, which directly benefits the Russell Home for A-Typical Children.
When I am not working, I enjoy spending time with my family, relaxing on the beach and walking trail heads.
It has been one of my greatest joys in life to have helped my clients develop and achieve their financial goals. If you're ready to take the next step toward human-centered wealth solutions, contact my office today. Consultations are complimentary.
Jessica and I can't wait to meet you.
- Estate & Legacy Strategies
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Divorce Finances
- Special Needs Financial Considerations
My Personal Interests
- Spending Time with Family
- Personal Fitness
Phone NumberSheri M Conerly-Davis at (407) 645-2232
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