Sheri W. Nickolas
Title: Senior Client Service Manager
Education: B.S. Finance, Virginia Commonwealth University
Based in the Firm’s Richmond practice, Sheri serves as a Senior Client Service Manager at Cherry Bekaert’s Wealth Management Group. Sheri provides the financial advisors the support to serve clients with financial planning, investment advisory, risk management and plan consulting services offered in the group.
Sheri brings over 25 years of experience to Cherry Bekaert Wealth Management, which includes her being a CFA Institute Investment Foundations certificate holder. Most recently, Sheri was a Portfolio Administrator for a local firm.
Sheri enjoys getting to know her clients and providing them with outstanding service that addresses their financial and investment needs. Her background in securities and lengthy career as a Portfolio Administrator reinforces her effectiveness as a Client Service Manager.
Specialties/Areas of Expertise
- Client Services
- Financial Services
- High-Net-Worth Individuals
- Wealth Management
- HandsOn Greater Richmond