Meet the professionals who can help you pursue your goals


We help individuals and families pursue their ideal retirements.

 

Meet The Team


The team behind Cherry Wealth Advisors is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

jeff-cherry

Jeff Cherry President, Chief Financial Advisor

Retirement income strategist Jeff Cherry has helped hundreds of families gain greater confidence in their financial income strategies for over 25 years. An Investment Adviser Representative, he focuses on retirement income, wealth preservation and estate planning.

Jeff’s services extend from Panama City to Pensacola, Florida. He has delivered over 200 public workshops addressing today’s current retirement concerns and is a much-sought-after public speaker in the Florida Panhandle.

Jeff graduated from Purdue University, the home of the Boilermakers, with a degree in business. He holds his long-term care (LTC) certification and maintains life and annuity insurance licenses in Florida. Throughout his career, Jeff has continued to attend industry classes and training to stay up to date on the ever-changing financial landscape.

An active part of his community and church, Jeff is a member of the Senior Softball Players Association and a proud sponsor of the 12U Florida Rays Travel baseball program, the Cherry Financial softball team, Fort Walton Beach High School swim team and Fort Walton Beach Lady Vikings basketball team.

 

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Bruner StephensonAssociate Financial Advisor

Born and raised in Dothan, AL. I earned my Finance and Political Science degree from Auburn University after moving to Birmingham.

I went on to work with Morgan Stanley for several years and was later transferred to the World Trade Center where I worked and trained as a retirement and income planning specialist. After several years there I moved back to Birmingham and worked as the Planning Specialist for the state.

After many years with Morgan Stanley, I transitioned to the bank channels where I specialized in retirement and income planning.

With over 17 years in the retirement planning industry, my primary focus is to help families reach their retirement goals. I currently hold an insurance, Series 7, Series 63, and Series 65 license.

When I'm is not in the office helping clients, I enjoy volunteering for the animal rescue, golfing, fishing, or watching college
football.

 

nathaly-diaz

Nathaly Diaz Director of Marketing & Office Manager

lacey-smith

Lacey Smith Client Operations Director

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Monica Postlethwait

First Impressions Specialist

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at (850) 243-7799