Stifel
Sheryl Cox is an experienced finance professional currently serving as Senior Vice President of Investments at Stifel Financial Corp. since March 2013, specializing in retirement income planning and strategies for clients facing uncertainties about future income. With a career spanning over three decades, Sheryl has held leadership roles at notable financial institutions including Wells Fargo, Wachovia, A.G. Edwards, and Shearson Lehman Brothers, focusing on investment portfolio management and retirement planning. Sheryl's expertise encompasses 401(k) accounts, IRAs, portfolio allocation analysis, mutual funds, and education planning. Sheryl holds an Associate in Science from Northeastern University and a Bachelor's in General Studies from Salem State University.
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