Director of Transitions
Sheryl brings over 20 years of financial services experience to Stratos Wealth Partners and has held the position of Director of Transitions since 2015. Prior to Stratos, Sheryl served as a Senior Integration Manager and Compliance Analyst for almost eight years at the nation’s largest independent broker dealer, LPL Financial*.
She has spent the majority of her career assisting Advisors move their books of business from full service broker dealers over to the independent channel. With a diverse background which includes: Trading, Compliance, Supervision, Audit, Operations and Customer Service she is able to understand the needs of her clients and guide them through the stressful process of transitioning their practice.
Sheryl also has been a Branch Manager and Operations Manager with multiple broker dealers in the industry. She holds her FINRA Series, 7, 63, 9 and 10 registrations with LPL Financial.
A native of Southern California, Sheryl is located in our San Diego location. She is extremely active in volunteering in sports organizations for youths and minors. Sheryl has a passion for family and the beach. You can most likely find her on weekends cheering on her sons baseball and soccer teams or supporting her local beach preservation organization.