Sheryl Davis CRPS^®

Focus

As the Operations Manager, Sheryl plays a critical role in ensuring that the practice functions smoothly on a day-to-day basis. She works closely with clients in the management of their portfolios, new client onboarding and asset transfer as well as estate settlement. Sheryl is skilled in navigating the organizational and operational complexities that arise in the running of the practice. She leverages decades of experience combined with a passion and commitment to a high level of personal and attentive service to deliver an exceptional client experience.

Background And Experience

Originally from the Berkshires in Massachusetts, Sheryl grew up with a passion for animals always bringing the strays home. She earned an Associate degree as a Veterinary technician at Becker Junior College in Worcester MA. After moving to Vermont in 1991, Sheryl started her career in financial services with A.G. Edwards and Sons (a predecessor firm) as a receptionist and quickly found her place as a client associate. Sheryl is Series 7, Series 66 and insurance licensed and she holds a Series 24 general securities principal registration as well as the Certified Retirement Plan Specialist™ Designation from the College of Financial Planning.

Away From The Office

Sheryl and her husband Kevin live in Burlington Vermont with their 2 dogs, 2 cats and 2 birds. Sheryl and Kevin, through a blended family, raised 5 children and have 2 beautiful granddaughters. Sheryl enjoys Calligraphy, horticulture, boating on Lake Champlain, traveling and family time with her children and grandchildren.

Disclosures

Backshore Wealth Management Group is not a legal or tax advisor. Wells Fargo is not a legal or tax advisor