Sherri Magsam, CFP®, CPWA®, CDFA®, CRPC®, is a Senior Vice President and Financial Advisor with The Rittenhouse Group at Morgan Stanley, where they have been instrumental in providing customized investment strategies and comprehensive financial plans since 1999. Previously, Sherri worked as a Sales Consultant at Paychex Inc. from 1995 to 1999. They hold a Bachelor of Science in Finance and Economics from Syracuse University, which they obtained in 1990. Sherri's dedication to enhancing client financial well-being is reflected in their commitment to concierge-level service and long-term client relationships.
Location
Philadelphia, United States