Cheryl Starr

My role at Wheeler Financial is to ensure things run smoothly in the daily operations of our practice. I develop our internal processes with a focus on finding ways to create extra value for our clients. I work with Jay on client service and investment management matters where I enjoy working through complex financial planning matters.  I am also involved in the management of our overall investment strategy, and I oversee the implementation of the investment plans we assemble for clients. 

In my client-facing responsibilities, I play a key role preparing our clients for planning meetings. I reach out in advance to ensure they have everything they need to get the most out of the meeting.

I am a graduate of the University of Delaware where I majored in Finance. I hold the Series 7 and 66, and I have professional experience in tax preparation, computer programming and banking.

When I’m not at work, I like to be with family and friends. I enjoy being active and being outside.  This includes skiing, hiking, biking and taking out the stand-up paddleboard. I have a sense of adventure and enjoy trying new things.  

Raymond James does not provide tax service or tax advice.