"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 135 year history and over $80 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 both locally and across the country helping clients to invest, grow, and preserve assets. While her office is based in East Lansing, Michigan, she travels to various states throughout the country helping individuals, families, corporate executives, foundations and endowments, charities, pension plans, businesses, municipalities, and institutions. 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.
Cheryl holds the following financial industry registrations and licenses:
Financial Industry Regulatory Authority (FINRA) registrations: Series 7 - Registered General Securities Representative Series 63 - Registered State Securities Agent Series 65 - Registered Investment Advisor Representative
Municipal Securities Rulemaking Board (MSRB) registration: Series 50 - Registered Municipal Advisor Representative
Michigan Licensed Insurance Producer: Life Health Accident Property and Casualty
International Foundation of Employee Benefit Plans: Certification in Public Plan Policy
Cheryl graduated Magna Cum Laude with her Bachelor of Business Administration with emphasis in Finance and Marketing from Northwood University.
WHAT DO "GARDENING" AND "INVESTING" HAVE IN COMMON?
Cheryl's "Paradise Garden" article was featured in the September 2019 issue of "Capital Area Women's LifeStyle Magazine." Her passion for excellence and attention to detail in her décor and gardening hobby overflows into designing investment strategies for her clients.
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Oppenheimer Asset Management Inc. (OAM) and the Oppenheimer Trust Company of Delaware are wholly owned subsidiaries of Oppenheimer Holdings Inc., which also wholly owns Oppenheimer & Co. Inc. (Oppenheimer), a registered broker/dealer and investment adviser. Securities are offered through Oppenheimer.
Neither Oppenheimer, OAM nor the Oppenheimer Trust Company of Delaware provide legal or tax advice. However, the professionals of Oppenheimer, OAM and the Oppenheimer Trust Company of Delaware along with Oppenheimer Financial Advisors will work with clients, their attorneys and their tax professionals to help ensure all of their needs are met and properly executed.
Moreover, certain services mentioned herein can be provided by third parties not affiliated with Oppenheimer. Please note that Oppenheimer may receive fees, commission or other forms of consideration as a result of agreements or arrangements entered into between Oppenheimer and such third parties.
“*This site and the information contained herein is intended for persons residing in the states listed above and should not be considered a solicitation to buy or an offer to sell any securities or financial products in any other jurisdiction.
1Alternative investments, such as Hedge Equity and Fund of Funds, are made available only to qualified investors and involve varying degrees of risk. 2Trust Services are provided by Oppenheimer Trust Company of Delaware. 3Consulting services are provided by the Consulting Group at Oppenheimer Asset Management Inc. (OAM).