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Cheryl S
Series 66
Sandpoint, ID
Merrill
Cheryl Smith is a Private Wealth Advisor at Merrill Private Wealth Management. With more than two decades of experience in wealth management, she specializes in areas including executive compensation, family wealth management strategies, legacy planning, LGBT wealth planning, and socially responsible investment approaches. Cheryl has also focused on serving clients in the sports and entertainment industries, as well as entrepreneurs and women seeking to enhance their financial futures. Before joining Merrill, Cheryl spent over ten years in the entertainment industry and co-founded an online investment club that offered fundamental stock analysis used by investment clubs across North America. She began her career at Morgan Stanley in 2004 and has since provided strategic financial advice to a diverse group of clients. Cheryl holds several professional designations including Certified Financial Planner (CFP), Accredited Domestic Partnership Advisor (ADPA), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Planning Counselor (CRPC). A native of the Bay Area, Cheryl earned her Bachelor's degree in Psychology and Business from the University of California, Los Angeles. She is a voting member of the Academy of Television and serves on the University of San Francisco's Dean's Circle Advisory Board for the School of Management, as well as having served on the university's Women in Leadership and Philanthropy advisory board. Outside of her professional commitments, Cheryl enjoys activities such as dancing, golfing, hiking, tennis, watching movies, and yoga.
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