Cherry Bekaert Wealth Management Team

Executive Management

Nick Bertozzi
Chief Operations Officer

Will Shepherd
Investment Operations Manager

Wesley H. Watkins, CPA/PFS
Managing Director

Client Service Managers

Sheri W. Nickolas
Senior Client Service Manager

Donna Williams
Client Services Manager

Haydee Jimenez
Client Services Manager

Misty Hubly
Senior Client Service & Training Manager

Jan Freeman
Senior Client Service & Operations Manager

 

 

Financial Advisors

Wesley H. Watkins, CPA/PFS
Managing Director

Kevin M. Shea, CFP®, CPA
Senior Financial Advisor

Mark T. Maund
Senior Financial Advisor

Richard D. Cundy, CFP®, CLU®, AIF®, ChFC®
Senior Financial Advisor

Jeffrey A. Gump
Financial Advisor

Peter W. Tomasch, CFP®
Financial Advisor