Lifestyle & Wealth Management
"I listen to your needs and work with you to define your financial objectives and create a customized plan to achieve them."
Cheryl L. Underwood is an Executive Director – Investments at Oppenheimer & Co. Inc. (“Oppenheimer”), a highly respected, leading full-service brokerage and investment bank with a 140 year history and over $100 billion client assets under administration. Cheryl has helped clients achieve their financial goals and aspirations for more than 20 years with her experience in retirement/pension plans and investments.
Cheryl provides financial and investment advice helping clients to invest, grow, and preserve assets based on their individual needs and objectives. Her office is centrally based in East Lansing, Michigan, to assist individuals, families, corporate executives, foundations and endowments, charities, pension plans, businesses, municipalities, and institutions throughout the country. She is a seasoned investment professional uniquely well-versed with many years of experience advising institutions as well as individuals in wealth management.
Cheryl listens to your needs and collaborates with you, clearly defining financial objectives and creating individualized plans to achieve them. With her background in investments, retirement/pension plans, and actuarial science Cheryl possesses the critical analytical and technical skills to deliver strategies with a customized approach. Her unique ability to translate complex principles and articulate the complicated world of investments into clear, concise conversation puts her clients at ease. Her genuine warmth and caring disposition is unparalleled in the industry, giving confidence to those who work with her that she is looking out for their best interest.
Prior to joining Oppenheimer, Cheryl consulted on municipal retirement and defined benefit pension plans in Michigan and nationwide. She held the #1 Financial Advisor National Production Ranking for nearly a decade at a Forbes, “Top 100 Wealth Management Firm,” where she advised on over $400 million in assets under administration.
Please call to receive a complimentary
Financial Services Consultation and Plan
(517) 333-7775 • [email protected]
What We Do
Taking care of you, your family, and your business is my number one priority. For over 20 years I have been simplifying the complex world of retirement plans and wealth management for clients like you, earning the #1 Financial Advisor position for nearly a decade at a Forbes, “ Top 100 Wealth Management Firm” where she advised on over $400 million assets under administration.
Cheryl holds the following industry registrations/licenses:
- Series 7 Registered General Securities Representative
- Series 63 Registered State Securities Agent
- Series 65 Registered Investment Advisor Representative
- Series 50 Registered Municipal Advisor Representative
Michigan Licensed Insurance Producer: Life, Health, Accident, Property & Casualty
