Cherry Bekaert Wealth Management offers clients thoughtful, attentive investment advisory services provided by a team of experienced and objective professionals. Whether your needs center on wealth management or retirement plan consulting, we understand that your focus is on wise financial stewardship, which aligns with your overall mission and vision.
At Cherry Bekaert Wealth Management we believe that the primary way we make a difference is to focus on how we serve you, not just what we do for you. Each day we strive to provide a unique and fulfilling client experience that adds value to your organization or personal situation and exceeds your services expectations.
At Cherry Bekaert Wealth Management we believe that the primary way we make a difference is to focus on how we serve you, not just what we do for you. Each day we strive to provide a unique and fulfilling client experience that adds value to your organization or personal situation and exceeds your services expectations.
Services
At Cherry Bekaert Wealth Management, our mission is to help clients clearly define their goals and to design a long-range plan that maximizes the probability of achieving their goals. Cherry Bekaert Wealth Management's unique financial planning and integrated solutions are a highly focused process resulting from years of experience advising professionals, executives and businesses.
As Chief Compliance Officer for Cherry Bekaert Wealth Management, Chris is in charge of the Firm's overall compliance efforts. His primary responsibilities are to ensure that Cherry Bekaert Wealth Management complies with regulatory requirements and has a sound compliance infrastructure.
Other duties Chris handles include serving as the key liaison with regulatory agencies, as well as third-party service providers like legal counsel, broker dealers, and custodians.In addition, he safeguards proper due diligence on the Firm's vendors, secures various licensing for the Firm and its employees, manages insurance policy and bond needs, and coordinates all legal and corporate governance matters.
Other duties Chris handles include serving as the key liaison with regulatory agencies, as well as third-party service providers like legal counsel, broker dealers, and custodians.In addition, he safeguards proper due diligence on the Firm's vendors, secures various licensing for the Firm and its employees, manages insurance policy and bond needs, and coordinates all legal and corporate governance matters.
With over 10 years of financial services industry experience, Donna is one of the client services managers for the Firm's Augusta office. She is responsible for keeping the client lines of communication open, improving customer service and ensuring the quality of service exceeds client expectations.
Based in the Firm's South Florida practice, Haydee serves as Client Service Manager at Cherry Bekaert's Wealth Management group. Haydee provides the financial advisors the support to serve clients with financial planning, investment advisory, risk management and plan consulting services offered in the group.
With a finance and investment industry career spanning over 40 years, Jan serves as a Client Service & Operations Manager for the Firm's Richmond office. Jan brings a multitude of experience to Cherry Bekaert Wealth Management. She spent over 20 years as director of mutual fund administration. Most recently, Jan was an investment accountant and trading desk support for a local firm.
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