Skip to main content

logo-Azevedo Investment Corporation

  • About 
    • Our Team
    • Our Philosophy
    • Our Process
  • Our Services 
    • Our Services
    • Insurance
    • Retirement Planning
    • Managing Your Finances
    • Asset Allocation
    • Business Succession Planning
    • Charitable Giving
  • Events
  • Client Center
  • Book A Meeting
  • Resources 
    • Useful Websites
    • Calculator Library
    • Video Library
  • Contact

    You are here

  1. Home
  2. About
  3. Our Team

Our Team

Photo of team member

Sherry Azevedo

Registered Principal

Sherry has been in the financial planning industry since 1990.  She holds FINRA securities licenses Series 6, 7, 24, 63 and 65  which means that she is licensed to assist individuals with professionally managed investment portfolios that include, but are not limited to, stocks, bonds, mutual funds, variable and fixed annuities. She is a Registered Principal with Securities America.

Sherry is also insured licensed to assist individuals with life insurance, disability income insurance and long term care insurance.  She enjoys working with individuals and families who are committed to working towards financial independence. Sherry feels that the best plan is one with the end in mind! 

Having almost 30 years in the financial planning and investment industry, is the key element in the wisdom, knowledge and trust her clients have in her. 

Sherry, along, with her husband, Raymond Azevedo are co-owner of Azevedo Investment Corporation located in Modesto, CA 

Raymond Azevedo

Chief Financial Officer

Raymond has been working in the financial industry since 2004. He is Co-owner of Azevedo Investment Corporation. He is responsible for office management, books and records, client events and so much more. His outgoing personality makes clients feel right at home.

 

About

  • Our Team
  • Our Philosophy
  • Our Process

Contact Us

Don't hesitate to get in touch with us.
 

Phone: 209.545.8336
Fax: 888-340-3689
Toll Free:

Email: sherry@azevedoinvestmentcorp.com

4230 Kiernan Avenue, Suite 200 , Modesto, California 95356

California Insurance License # 0C51872

Get Directions

  • Sitemap
  • Legal, privacy, copyright and trademark information

Securities America Form CRS

Securities offered through Securities America Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm. Azevedo Investment Corporation and the Securities America companies are separate and unrelated entities.

© 2023 Azevedo Investment Corporation . All rights reserved.

Website Design For Financial Services Professionals