A P R I L / M AY 2 0 1 9 M A C O N M A G A Z I N E . C O M 3 7
THE MISSION OF MY BUSINESS:
To help my clients build and preserve
their wealth by providing the highest
quality wealth management experience,
relationships and service. I do this by staying
in constant communication with them
through regular reviews, phone calls and
emailing market updates. Excellent service
is key to any successful business. At Greer
Wealth Advisors, we specialize in education
funding strategies, retirement planning and
estate planning.
I HOPE MORE WOMEN WILL:
Understand the importance of growth in
their portfolios. Women live, on average,
longer than men. Women investors need
to protect themselves so they do not outlive
their money.
HOW I DEFINE SUCCESS: Receiving
referrals from my existing clients. That is
the biggest compliment I can receive. If my
clients trust me with their financial future,
and in turn, ask me to reach out to a friend
or family member, then I know I've done my
job. The greatest success is seeing a happy
client who we helped reach their financial
goals and objectives.
WOMEN CAN BETTER SUPPORT
EACH OTHER BY:
Participating in local
organizations. Women can benefit through
networking, which is a wonderful support
system for one another. Friendships can be
made for a lifetime.
Raymond James & Associates Inc. member
New York Stock Exchange/SIPC. Any
opinions are those of Sheri Hall Haugabook
and not necessarily those of Raymond
James.
Sheri Hall
Haugabook
GREER WEALTH ADVISORS
OF RAYMOND JAMES
121 Perimeter Parkway, Macon
478-405-3965
sheri.haugabook@raymondjames.com
raymondjames.com/greerfinancialgroup.com
SENIOR VICE PRESIDENT, INVESTMENTS
INVESTMENT MANAGEMENT CONSULTANT
