Cher Scout joined the firm in 2018 as a Financial Advisor and brings over 18 years of experience in tailoring comprehensive financial solutions for clients. With her extensive experience around major shifts in the markets, Cher has built a process into her portfolio management that leverages a tactical and active approach to capitalize on market movements. Cher has dedicated her career to delivering these truly customized financial strategies that her clients deserve and she is fully invested in their success. Her big-picture goal is to help clients build, manage, preserve and transition wealth.
Scout has almost two decades of practice in tailoring comprehensive financial solutions to the unique needs of her clients. With her extensive experience around major shifts in the markets, Cher has built a process into her portfolio management that leverages a tactical and active approach to capitalize on market movements. Cher has dedicated her career to delivering these truly customized financial strategies that her clients deserve and she is fully invested in their success. Her big-picture goal is to help clients build, manage, preserve and transition wealth.
Originally from Jamaica, Cher began her career in the financial industry at Morgan Stanley, where she developed her fundamental investment knowledge. This growth would continue by means of corporations such as JPMorgan Chase and Wells Fargo Advisors. Now, after almost two decades in the industry, Cher has decided to accomplish her career in the capacity of an Independent Financial Advisor.
Cher strives to provide each client with an extraordinary wealth management experience through active and tactical portfolio management. This is accomplished by being engaged with clients to ensure a complete understanding of current situations, goals and objectives. Only then can an effective strategy be designed and implemented.
Cher values balance of work, play and faith in her own life, so she can achieve the continuity of service appreciated by her clients. She is happily married to her husband Chris. Together they have a blend of four adult children, Matt, Erin, Jessica & Hunter. Favorite activities include traveling & riding their Harley Davidson motorcycle. The recent empty nesters added a bichon-poo puppy to their family – his name…Harley (makes perfect sense)!
Cher’s areas of focus include but are not limited to:
- Goal Planning
- Investment Solutions
- Portfolio Management
- Asset Preservation Strategies
- Retirement Planning
- Retirement Income Solutions
- Life & Long-Term Care Insurance Solutions