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Sherry D
Series 63, Series 65
Great Barrington, MA
Ameriprise
Sherry De Celle is a financial advisor at Ameriprise with 31 years of industry experience. She holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she owns Lakeview Aviation, LLC, which holds an aircraft for leisure and certification purposes, and serves as a general board member for Driftwood Shores Community Associations. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.
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