Sign In
Get Clay Free →

Suggestions

    Cheryl Flewelling

    Professional Background

    Cheryl Flewelling is a seasoned financial advisor currently lending her extensive expertise at Raymond James Financial Services. With a career spanning over two decades in the finance industry, she has established herself as a trusted guide for individuals and families seeking to navigate the often-complex world of financial planning and investments. Prior to her current role, she served as the Client Services Director at Kennebec Wealth Management, where she was instrumental in enhancing client relationships and implementing strategic financial solutions tailored to meet the unique needs of her clients.

    Cheryl began her career in finance as a Senior Registered Financial Associate at A.G. Edwards & Sons, Inc., which later transitioned into Wells Fargo Advisors. This foundational experience allowed her to develop a comprehensive understanding of financial markets, investment strategies, and client service operations, all of which she has carried forward into her later roles.

    Cheryl’s journey through various prestigious financial institutions has equipped her with a wealth of knowledge and skills that are beneficial in assisting her clients achieve their financial goals. Her commitment to ethical financial advising and her ability to relate to her clients on a personal level sets her apart in the industry.

    Education and Achievements

    Cheryl holds numerous qualifications and certifications that bolster her expertise in financial advising. Her foundational education in finance and economics, coupled with industry-specific certifications, empowers her to provide informed financial advice that aligns with current market trends. Throughout her career, she has continuously pursued professional development opportunities to stay updated on the evolving financial landscape.

    With her knack for building lasting relationships, Cheryl has been acknowledged for her dedication to client success. Her ability to simplify complex financial concepts makes her a valuable partner for those seeking direction in their financial journeys.

    Achievements

    Cheryl Flewelling has made notable achievements in her career, particularly in enhancing client satisfaction and retention metrics at her previous companies. As Client Services Director, she launched initiatives that improved communication channels with clients, resulting in a marked increase in service satisfaction ratings. Her focus on proactive client engagement and personalized service has earned her accolades and respect among her peers in the financial services sector. Through her strategic planning and operational leadership roles, she has successfully helped many clients navigate their financial paths and achieve their long-term objectives. Her dedication reflects in her work as a financial advisor, where she strives to empower her clients with the financial knowledge and tools necessary for making informed decisions.

    Through her roles across different organizations, particularly at Raymond James Financial Services, Cheryl has not only demonstrated her expertise but also her unwavering commitment to ethical standards in financial advising. She actively participates in community initiatives, lending her voice to financial literacy programs that aim to educate the public about personal finance, investments, and retirement planning. Her belief in giving back to the community is a testament to her character and professional ethos.

    Related Questions

    How did Cheryl Flewelling advance her career from a Senior Registered Financial Associate to a leading Financial Advisor at Raymond James Financial Services?
    What strategies has Cheryl Flewelling implemented to improve client satisfaction at Kennebec Wealth Management?
    In what ways does Cheryl Flewelling engage with her community to promote financial literacy?
    What key skills and qualifications has Cheryl Flewelling developed throughout her career in finance?
    How does Cheryl Flewelling stay updated on the latest trends in financial advising and investment strategies?
    C
    Add to my network

    Location

    Waterville, Maine, United States