SHERRY BELL

Operations Administrative Specialist


Sherry is a member of our operations team. She brings with her 18 years of administrative and management skills in the education and medical fields. She supports portfolio managers by setting up new clients and accounts in our databases and auditing information so client portfolios can be efficiently managed according to legal governing guidelines, policies, and compliance procedures. She also supports staff and clients in administrative tasks for the office. Sherry enjoys learning new things and is excited about the opportunity to grow and work in the wealth management industry. She joined the operations team in April 2025.

In her spare time, Sherry loves spending time with her 6 children and 9 grandchildren. She enjoys road trips, exploring new places, and hiking.