Sherry K. Teat, CFP®, CPA/PFS, CWS®
Sr. Private Wealth Advisor, Partner
Charlotte, NC
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Sherry Teat is a senior private wealth advisor for the Private Wealth division and partner of Ronald Blue Trust and serves her clients out of the office in Charlotte, North Carolina.
As an experienced wealth advisor to individuals, families, and businesses, Sherry uses her objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. Her goal is to help those she serves focus on the things that matter most to them. Sherry and her team integrate financial planning, investment management, and trust services into financial plans tailored to her clients’ needs.
Sherry graduated cum laude from the University of North Carolina – Charlotte, where she earned her BS in accounting. She also earned her master’s degree in personal financial planning from Kansas State University in 2004. Sherry is a Personal Financial Specialist (PFS), a CERTIFIED FINANCIAL PLANNERTM certificant, holds her CPA license in the State of North Carolina, and is a Certified Wealth Strategist® (CWS®).
Prior to joining Ronald Blue Trust in 2001, she worked as a senior tax associate with Arthur Andersen LLP in their private client service group.
Active in her community, Sherry is a member of the North Carolina Association of CPAs (NCACPA), the American Institute of Certified Public Accountants (AICPA), and the Charlotte Chapter of the Financial Planning Association (FPA). She also serves on the National Advisory Board of The Master’s Program for Women and is board chair for Changed Choices.
Sherry and her husband, Richard, live in Weddington, North Carolina.
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We define the term “Christian Financial Advisor” to be someone who has received special training (such as that received in the Certified Kingdom Advisors (CKA®) Educational Program) in applying biblical principles to financial technical expertise. Because these financial principles come from both the Old and New Testaments of the Bible, a book whose timeless wisdom has been applied to business and financial matters for thousands of years, we refer to these principles as “Biblical Financial Principles,” and the advisors that have been trained in them as “Christian Financial Advisors.” Across the globe, people with different faiths, beliefs, and backgrounds use these principles in the management of their wealth.
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.