Sherry A. Saucerman
Feb 08, 2013 09:29PM ● Published by Anonymous
Sherry’s focus is advising on the development and implementation of investment strategies to help clients meet their immediate and future goals. She follows a disciplined process of assessing a client’s financial situation, determining risk tolerance, forming and executing an appropriate investment plan, and regular portfolio rebalancing in order to obtain measurable results. She also consults on risk management, retirement planning, insurance planning, and other critical financial strategies.
Serving customers in the Anne Arundel County area since 1999, Sherry and her husband reside in Severna Park. She enjoys boating and photography. She is a member of the Anne Arundel Medical Center Auxiliary, Eastport Yacht Club, Annapolis Historical Foundation, and Daughters of the American Revolution. Sherry belongs to United Way’s Leadership Council and contributes to many charities.
Sherry’s office is located in Annapolis. To meet Sherry and find out how she can help you reach your financial goals, call 410- 224-6262 or email her at firstname.lastname@example.org. Securities, insurance (including annuities) and other investment products and services are offered by SunTrust Investment Services, Inc., an SEC registered investment adviser and brokerdealer affiliate of SunTrust Banks, Inc., member FINRA, SIPC, and a licensed insurance agency.
Investment and Insurance Products:
• Are not FDIC or any other Government Agency Insured
• Are not Bank Guaranteed
May Lose Value
“I enjoy my job because every day is different and every client is unique. I love getting to know my clients and their families; and, I strive to exceed their expectations.”
Sherry A. Saucerman CFP®, CRPC®, ADPASM, AAMS®
2350 Solomons Island Rd., Annapolis, MD 21401
Office: (410) 224-6262 • Toll-Free (800) 325-1819