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Sherri F

CFP®, Series 63, Series 65

St. Louis, MO

Wealth Management Advisors, Inc.

Sherri Frank Weintrop is a CFP® with 40 years of industry experience, currently serving as an advisor at Wealth Management Advisors, Inc. in St. Louis, MO. She has worked at this firm since 1998, following a previous 28-year tenure at Royal Alliance Associates, Inc. Outside of her advisory role, she is active in nonprofit and community organizations, including co-chairing fundraising efforts at Missouri Baptist Medical Center and serving as chair of fundraising and secretary for Shir Hadash Reconstructionist Community. Wealth Management Advisors, Inc. provides portfolio management, financial planning, and business consulting to individuals, trusts, estates, charitable organizations, corporations, and closely held businesses. The firm offers access to third-party advisory programs and platforms, working primarily in a non-discretionary capacity and combining fundamental and technical analysis across a range of investment strategies.

Annuities General tax planning Retirement withdrawal strategies Tax strategies for small businesses
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