Sheryl Giles, Financial Advisor

FINANCIAL ADVISOR
Sheryl L Giles

CFP®, CEPA®
17330 Preston Rd 104 D, Dallas, TX 75252opens in a new window
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Charitable Giving
  • Estate & Legacy Strategies

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Baseball
  • Community Outreach
  • Music
  • Swimming

Team Members

  • Valerie Williams
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:30PM
Sat Closed
Sun Closed

Phone

(972) 231-8222

Fax

(888) 243-4721

Office Address

17330 Preston Rd 104 D
Dallas, TX 75252opens in a new window

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