Client Associate
Sheryl has 22 years of experience in the financial services industry, beginning at Shearson Lehman Brothers. She has worked with Howard for the last 11 years. Sheryl’s role as a member of the Levy, Rosen, Bocknek & Ray Wealth Consulting Group is to streamline our business workflow and work closely with clients to assist in creating a world-class client experience. In her spare time, Sheryl is a dedicated advocate for animal rescue efforts, volunteering for Almost Home, a no-kill shelter located in Southfield, MI.
Client Associate
Sheryl has 22 years of experience in the financial services industry, beginning at Shearson Lehman Brothers. She has worked with Howard for the last 11 years. Sheryl’s role as a member of the Levy, Rosen, Bocknek & Ray Wealth Consulting Group is to streamline our business workflow and work closely with clients to assist in creating a world-class client experience. In her spare time, Sheryl is a dedicated advocate for animal rescue efforts, volunteering for Almost Home, a no-kill shelter located in Southfield, MI.
Team Administrator
As a Senior Registered Client Service Associate, Mo (as everyone affectionately calls her) plays a critical role in ensuring that the needs of our clients are met. With her Series 7, 65 and 66 securities licenses, Mo strives to deliver a client service experience that consistently exceeds client expectations, along with entering client trade orders as needed. Her warm personality and excellent organizational skills add to her ability to quickly and efficiently respond to our clients’ needs and requests, making her a true asset.
From coordinating institutional trading accounts to providing concierge-level service, Mo has managed nearly every facet of the financial services industry. Her comprehensive professional experience translates to a high level of execution on behalf of our clients.
Mo has three children in high school. Outside the office, she enjoys reading, photography and travelling to Lake Michigan whenever possible.
Team Administrator
As a Senior Registered Client Service Associate, Mo (as everyone affectionately calls her) plays a critical role in ensuring that the needs of our clients are met. With her Series 7, 65 and 66 securities licenses, Mo strives to deliver a client service experience that consistently exceeds client expectations, along with entering client trade orders as needed. Her warm personality and excellent organizational skills add to her ability to quickly and efficiently respond to our clients’ needs and requests, making her a true asset.
From coordinating institutional trading accounts to providing concierge-level service, Mo has managed nearly every facet of the financial services industry. Her comprehensive professional experience translates to a high level of execution on behalf of our clients.
Mo has three children in high school. Outside the office, she enjoys reading, photography and travelling to Lake Michigan whenever possible.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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