Episode 28: Kellie Sheryak - Exit Planning Institute
Kellie serves as the President of the local chapter of Exit Planning Institute, an organization that encourages communication and collaboration with advisors that serve business owners. She founded the organization in 2018 when she realized advisors need for a better way to coordinate with others in working with business owners planning for an eventual transition. Her role as a wealth advisor and private wealth advisor for over 30 years has provided her with the experience to make a difference. Kellie has been recognized by Barron's as one of the top 1000 Financial Advisors in the US (2012), and was nominated for the Barron's Top 100 Women Advisor List. Since 2018 she has been recognized annually as one of the top Kentucky Advisors by Forbes, and as one of the top 250 women advisors by Forbes nationally.
Show Links
Website - www.execuity.com
Email: linda@execuity.com
Facebook - @Execuity
Facebook Group - @WealthEmpowermentStateOfMind
Instagram - @WeStateOfMind
Guest Links
Learn more at:
Website: advisors.ubs.com/scdk/
LinkedIn: kelliesheryak