Meet Sheri Dermangian

 

Sheri started her financial career in Amherst, NY at L&M Financial. She started out in the accounting department and then worked her way up to Executive Assistant for the President of the company. While there, she advised up to 8 advisors on retaining business and improving service along with servicing over 80 high net worth clients within the realm of Estate Planning and Financial Planning.  

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After moving to Florida in 2006, Sheri worked for Global Financial Private Capital for 11 years. She was the lead in building Global, a Forbes’ Top 50 Registered Investment Advisor, to $6 Billion in assets under management. She processed fee billing, set up and managed an advisor resource center consisting of 12 – 16 staff which supported 450+ advisors across the US, transitioned in large books of business worth $50M+ for many of the top advisors, managed the composition and rollout of the Envestnet reporting system while working with the President of the company with his personal book of approximately 125 high net worth clients.

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With the over 26 years’ of financial experience she had gained, she then started Sheri’s Financial Administrative Assistance to help advisors change the way they do business by allowing them the time to focus on what is important for them to grow their business.

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​Sheri now lives in Florida with her husband, Steve, who is retired, along with their two dogs, Tucker and Cooper. In her off time, she enjoys spending time with her family, traveling, cooking, riding bikes, and walking her dogs.