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 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.
Cherry Financial Inc. is the parent company of Cherry Wealth Advisors and is a member of the Fort Walton Beach Better Business Bureau (BBB) and the National Ethics Association (NEA).
Joseph White Associate Advisor
Joseph White shares in Cherry Wealth Advisors’ vision to help families achieve their retirement goals. He assists clients in several different areas, including account reviews, case planning, client communication and client meetings.
Joseph has lived in Northwest Florida his entire life and enjoys spending time with family and friends, especially when it pertains to outdoor sports activity.
Nancy McLanahan Director of Operations
Nathaly Diaz Director of Marketing/Client Relations
Lacey Smith Administrative Assistant
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.