Sheila J. Cuffari-Agasi

EVP, Chief Revenue Officer & General Partner at United Planners

Sheila is an Executive Vice President. She currently holds her Series 7, 24, 63, 66, and life and health licenses and AIF designation. Sheila started working for United Planners in 2006 but began her career in financial services in 1993. When not working, Sheila enjoys spending time with her family.

Org chart

Peers

Jimi Smith

VP, Supervision

Scott O'Keeffe

AVP, Partner Development

Ashley Seeger

AVP, Investment Advisory Services

Teams

+3

CEO and Executive Team

6 members

+10

Leadership Team

13 members

Timeline

  • EVP, Chief Revenue Officer & General Partner

    Current role

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