Cheryl Callery joined Atlas Wealth Strategies in 2019 as a client services associate. She is dedicated to serving clients with the firm’s core values of trust, transparency and respect.
Atlas Wealth Strategies is an independent financial services firm that helps empower clients to make educated decisions about their futures. The team takes a personalized approach with clients, taking time to learn about their individual concerns and priorities. Cheryl works with clients on all aspects of account maintenance to ensure all inquiries and transactions are handled expediently and accurately. She is dedicated to ensuring a seamless implementation of a client's financial plan.
Cheryl's breadth and depth of experience enable her to understand the importance of proper planning when navigating through life's many transitions. Cheryl has twenty years of sales experience; working in the pharmaceutical, steel and market research industries. This experience lends to a client-centered focus, with a high degree of responsiveness and detail. She holds a BA in Political Science and a certificate in Business Studies from Providence College.
Cheryl and her husband Jim have two daughters and a son and enjoy sports and travel.
Cheryl welcomes the opportunity to help you!