Cheryl McLeod is a distinguished Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management, where she leverages her extensive expertise in retirement planning and wealth management to empower her clients. With a strong foundation as a Chartered Retirement Planning Counselor™ (CRPC™), Cheryl...
Cheryl McLeod is a distinguished Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management, where she leverages her extensive expertise in retirement planning and wealth management to empower her clients. With a strong foundation as a Chartered Retirement Planning Counselor™ (CRPC™), Cheryl specializes in crafting tailored financial strategies that address the unique needs of individuals and families, particularly focusing on retirement readiness and legacy planning.
Throughout her career, Cheryl has been instrumental in guiding clients through the complexities of financial decision-making, ensuring they are well-prepared for their future. Her key projects often involve developing comprehensive family wealth management strategies that not only secure financial stability but also foster intergenerational wealth transfer. Cheryl's commitment to financial education, especially for women, sets her apart in the industry; she actively promotes financial literacy and confidence among her clients, helping them navigate their financial journeys with clarity and purpose.
Cheryl's passion for service is deeply rooted in her early experiences as a volunteer firefighter and EMT-D, where she learned the importance of resilience and community support. This background informs her approach to client relationships, as she prioritizes building trust and understanding the personal aspirations of those she serves. By combining her professional skills in managed money solutions with her personal commitment to empowering clients, Cheryl McLeod continues to make a significant impact in the wealth management landscape at Merrill Lynch.
