A newer member of the team, Sherri is a Client Service Associate at Pentas Wealth Management and Raymond James Financial Services. She provides support to the financial advisors in opening accounts, processing distributions, contributions, scheduling appointments, and addressing client needs. Sherri’s commitment to growing a strong, professional relationship with clients ensures that they receive high levels of excellent client service needed to ensure a long-term client relationship.
Before working at Pentas Wealth Management, Sherri worked for Regions Bank as a financial relationship consultant for 13 years. She lived in Atlanta most of her life before moving to Moultrie, Georgia in June of 2019 with her husband and dog, Grace. She loves spending time with her family and husband of 12 years. Her favorite pastimes include going to the beach, deep-sea fishing, and reading. She has been attending Autreyville Baptist Church and plans to get involved in several organizations to help the community.