Managing money in the midst of life's many priorities is no easy task. People of all ages and backgrounds struggle with the same daily pressures of earning enough, taking care of their families and staying on top of their finances. A lot of times, things like saving for education, retirement or something unexpected gets pushed to the side losing out to life's other priorities. Hi, my name is Sherri Devlin and I fully understand how life comes with its fair share of tough times and transitions. That is why I have made it my personal mission to help provide the educational tools, resources and professional guidance needed to help you plan your financial future with confidence, no matter what phase of life you maybe in.
I have been with Edward Jones for 11 years and in 2018, I graciously accepted becoming a limited partner in the firm. I focus on helping people create individualized strategies unique to their life circumstances. I have been married for 30 years, have six children and so far, five grandchildren. Family is very important to me. My husband, Patrick, and I have lived in the area since childhood so, needless to say, I am not going anywhere. I love serving the communities where I live and work. Giving back is a big priority in my life.
I am here to help those that are wanting to become serious long-term investors. If you are searching for an experienced financial advisor that is able to successfully navigate portfolio investments, different savings strategies and helping you to make your money work for you right here in your local area, then look no further. Come in or call to make an appointment today. We can't wait to meet you.
Focus areas include:
401(k) Options | Asset Allocation Strategies | Portfolio Strategies | Strategic Planning | Retirement Planning | Wealth Preservation Strategies | Mutual Funds | Life Insurance | Portfolio Reviews | Estate and Legacy Strategies | New Investors | Business Retirement Plans
- Portfolio Reviews
- Retirement Savings Strategies
- Retirement Income Strategies
- Divorce Finances
- New Investors
- Estate & Legacy Strategies
My Personal Interests
- Community Outreach
- Animal Rescue
- Horseback Riding
- Movies & Entertainment
- Spending Time with Family
Office Address212 S Main St
New Carlisle, OH 45344 opens in a new window
Phone NumberSherri A Devlin at (937) 846-1482
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