Sheri Redford entered the wealth management industry over 31 years ago, beginning her career in 1987 after graduating from the University of Washington, where she received a Bachelor of Arts degree in business administration with a concentration in finance. She has spent her entire career in the greater Puget Sound area and makes her home in Seattle, Washington with her son and daughter.
Sheri has been with RBC Wealth Management since 2005 as part of the Bailey, Burns, Redford & Rosenbaum Group – a practice focused on helping individual clients build and protect personal wealth to achieve their long-term financial goals. Her primary role on the team is the daily management of the equity investments in client portfolios, which includes development and implementation of the team’s covered call writing option strategy.
Sheri has completed the Accredited Wealth Manager (AWM) Program, a professional designation specifically designed for RBC Wealth Management in partnership with the Academy of Multidisciplinary Practice, Inc. and the Estate and Wealth Management Strategies Institute at Michigan State University. This exclusive program builds on the fundamentals of wealth management – our methodology for helping you accumulate, protect, enjoy and transfer your wealth - with a focus on the sophisticated knowledge and skills necessary to gain a deeper understanding of your individual financial objectives.