Sheryl Austin is a Partner and Managing Director in Beacon Pointe’s North Carolina office and is responsible for partnering with Beacon Pointe’s investment, operations, and financial planning teams to provide customized solutions that help clients meet their financial goals. With over thirty years of experience, Sheryl has earned a reputation for having a special place in her heart for the clients she loves to serve. Prior to joining Beacon Pointe, Sheryl was a Partner and Financial Advisor with DMJ Wealth Advisors, LLC. Sheryl holds the Certified Financial Planner (CFP) designation as well as the Chartered Financial Consultant (ChFC) and Certified Life Underwriter (CLU) designations
Sheryl Austin
Partner, Managing Director
Beacon Pointe Advisors
United States, North Carolina, Greensboro
About Me
Profile Information
Partner, Managing Director
Beacon Pointe Advisors
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Greensboro
North Carolina
United States
Jul 31, 2024
More profiles to browse
Heidi Benavidez
Partner & Managing Director
GF
Garth Flint
Co-Founder & Partner
Mark Mathers
Managing Director, Partner
MF
Mark Flint
Partner, Managing Director
You Might Like
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation