Sheri Leo
AFIM
Sheri Leo is a Client Advisor for First Commonwealth Advisors. Her consultative approach and years of expertise help individuals and organizations achieve their financial, retirement, and philanthropic goals.
Sheri provides every customer with the knowledge, planning, and advice to enable them to implement successful financial strategies. She listens, cares, and offers solutions to address her clients’ financial concerns and goals.
She has spent most of her thirty (30) year career focusing on providing investment and financial solutions to a variety of clients with a diverse set of needs and goals. Most recently, she was Senior Vice President and Director of Nonprofit Services at Fulton Financial Advisors, where she was responsible for ensuring clients received a customer experience that included endowment management and planned giving services.
Sheri is an Accredited Fiduciary Investment Manager, and she earned her Bachelor's degree in Business Education from Shippensburg University.
Investment and insurance products and services are offered through Osaic Institutions, Inc. Member FINRA/SIPC.
Osaic and First Commonwealth Bank are not affiliated. Products and services made available through Osaic are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
