Sherry has been in the financial planning industry since 1990. She holds the FINRA securities licenses Series 6, 7, 24, 63 and 65. Sherry is insured licensed to assist individuals with life insurance, disability income insurance and long term care insurance. She is co-owner of Azevedo Investment Corporation. 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. Her experience allows her to reach clients on an in-depth level which fosters great achievement in the implementation of set financial goals.
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.