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Sheryl Hill
Financial Advisor at Envisage Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC
Sheryl K. Hill is a Financial Advisor at Envisage Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC.24 She is located in Athens, OH, and can be contacted at 740.594.0300 or sheryl.k.hill@ampf.com.135 Her LinkedIn username is sheryl-k-hill-1a752299.2
Hill holds several designations, including BFA, CRPC, AAMS, and APMA.1 She is qualified in areas such as:
- Exit planning Preparation for the exit of an entrepreneur from his company to maximize the enterprise value of the company in a mergers and acquisitions transaction.1
- Financial planning CFP® certification requires meeting experience and ethics requirements, successfully completing financial planning course work and passing the certification examination covering financial planning principles, employee benefits planning, investment planning, income tax planning, and retirement and estate planning.13
- Mutual Funds Advisors who hold the Certified Fund Specialist designation have advanced knowledge of mutual funds, having passed an examination covering dollar-cost averaging, risk management, asset allocation and modern portfolio theory.13
- Financial Consulting To earn the Chartered Financial Consultant designation, advisors must complete experience and ethics requirements.13
- Special Needs Consulting Advisors who hold the Chartered Special Needs Consultant go through a rigorous program designed to help advisors manage the emotional and financial complexities of planning for families that have children with special needs.13
- Investment Management The Certified Investment Management Analyst® designation identifies professionals with years of experience and in-depth management capabilities who have completed extensive course work and passed a rigorous exam.13
- Retirement Planning A Retirement Income Certified Professional is trained to help clients assess retirement preparedness and confidently address their income needs throughout retirement.13
Highlights
Oct 10 · ameripriseadvisors.com
Sherry Hill, Financial Advisor in Athens, OH
Sep 18 · forbes.com
Forbes 2025 Best-In-State Wealth Management Teams List
