Sherry King Email
Private Wealth Manager @ Legacy Family Wealth
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Sherry King Location
- South Africa
Sherry King Work
- 2020 -now Private Wealth Manager @
- 2022 -now Founder @
- 2019 -2020 Wealth Manager @
- 2018 -2019 Paraplanner @
- 2016 -2016 Intern @
- 2015 -2015 Financial Planner @
Sherry King Education
- Stellenbosch University/Universiteit Stellenbosch
Bachelor’s Degree (Accounting and Finance)
2012-2014 - St Anne's Diocesan Colleg
Matric IEB
2007-2011 - Stellenbosch University/Universiteit Stellenbosch 2015
Sherry King Skills
- Investment Planning
- Discretionary Investments
- Offshore Investments
- Retirement Planning
- Tax-Free Savings Accounts
- Pension Funds
- Foreign Exchange
- Investments
- Financial Planning
- Portfolio Management
- Finance
- Wealth Management
- Microsoft Word
- Microsoft Excel
- Holistic Financial Planning
- Behavioral Finance
- Retirement Income Strategies
- Corporate Cash Solutions
- Certified Financial Planner
- High Net Worth Individuals
- Post Retirement Solutions
- Post Retirement Planning
- Pre-Retirement Planning
- Savings for Education
- Living Annuities
- Income Solutions
- Fixed Deposits
- Offshore Bank Accounts
Sherry King Summary
- Sherry King, based in South Africa, is currently a Private Wealth Manager at Legacy Family Wealth. Sherry King brings experience from previous roles at Birdies, Iza Wealth (Pty) Ltd and Apex Fund Services (Ireland) Ltd.. Sherry King holds a 2012 - 2014 Bachelor’s Degree in Accounting and Finance @ Stellenbosch University/Universiteit Stellenbosch. With a robust skill set that includes Investment Planning, Discretionary Investments, Offshore Investments, Retirement Planning, Tax-Free Savings Accounts and more. Sherry King has 1 emails on RocketReach.
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Top Legacy Family Wealth Employees
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