Sherry Boughman

Sr Investment Services Professional

Sherry joined the firm as of June 2nd, 2021, with 30+years of experience in the financial services industry.  She has worked with clients and advisors in various roles of office management, client services, financial planning, as well as training and development.  Sherry holds her life & health, Long Term Care, Series 6 & 63 licenses and has qualified for Million Dollar Roundtable.

Outside of the office, she enjoys spending time with her husband Steve, and their four children, their spouses, and grandchildren.  Sherry and Steve are actively involved in their community through volunteering and enjoy vacationing at the beach and mountains.  

Phone (704) 864-9404
Fax (704) 864-3863