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Cheryl Bott, CFP®, Senior Investment Counselor
330 West Bearss Avenue |
Email CherylMy Background
I am a Certified Financial Planner® professional with more than 25 years of financial planning experience and client interaction. I have successfully ushered my clients through several bull and bear market cycles while providing advice on a range of services, including wealth accumulation, asset protection, investment management, college planning, risk management, retirement planning, Social Security planning, spend-down strategies, long-term care planning and estate planning. I currently have third-generation clients who can attest to my ability, professionalism and heartfelt concern for their financial well-being.
I worked for Florida Financial Advisors, Inc., before StanCorp Investment Advisers acquired the firm in 2010. In my current role, I work with individuals and families primarily in the southeastern United States developing comprehensive financial plans and managing investment portfolios designed to help ensure people meet their lifetime goals and objectives.
I am a member of the Financial Planning Association.
My home life is spent on a small ranch with my husband, daughter, son and his family. I donate my time by volunteering with local homeless shelters in Spring Hill, Fla. In my free time, I enjoy pet therapy, horses, dancing, travel, boating and crafting.
