Biography of Sherri F. Weintrop, CFP

 

Ms. Weintrop is the President of Wealth Management Advisors, Inc.SM, a Registered Investment Adviser. Her client base consists of individuals, pension and profit sharing plans, trusts, estates, public corporations, and closely held businesses. She acts as the financial quarterback for many top-level executives, physicians, professional athletes, small business owners and retirees who choose to spend their free time enjoying life rather than managing their financial affairs.

 

From 1986 through 1997, Ms. Weintrop was an owner and CFP at Plaza Financial Group, Inc.  Prior to her association with Plaza, Ms. Weintrop was a tax and personal financial planning specialist with one of the world's largest public accounting firms.

 

Ms. Weintrop is a Certified Financial PlannerTM (CFP ) .  She is a member of the International Board of Standards and Practice for Certified Financial Planners (IBCFP).  She has successfully completed the necessary course work and exams to hold a FINRA General Securities and a General Securities Principal s license.

 

Ms. Weintrop graduated with a BS in Accountancy from the University of Missouri-Columbia.

 

2275 Schuetz Road                                         6244 Hwy 100, Ste. 120

St. Louis, MO  63146                                       Washington, MO 63090

Tel: 314-569-3311   Fax: 314-569-0721           Tel: 636-390-9900    Fax: 636-390-2976

E-mail: sweintrop@wma-stl.com              E-mail: amhoerr@wma-stl.com

 

 

To learn more about the professional history of our financial advisor(s), please visit the SEC's website.

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Investment advisory services, financial planning, and fixed and traditional insurance offered through Wealth Management Advisors, Inc.SM, a State of Missouri Registered Investment Adviser. Tax preparation and Bookkeeping services offered through WMA Tax Services, LLC. Wealth Management Advisors, Inc.SM and WMA Tax Services, LLC are separate entities under common ownership.