Cheryl McLeod

Background

About Cheryl McLeod

At 20 years old, I became a volunteer firefighter and EMT-D because someone told me women couldn't do it. I took the challenge, excelled and then earned #1 in my NFPA class. Around that time, I also met my husband, who likes to remind everyone that I outranked him. The experience of helping people, working hard physically and mentally, along with building community gives me a compassionate understanding and quiet ability to listen. Everyone has a story. I like details and information. I enjoy thinking beyond the obvious and focusing on the end-goals and dreams of my clients. We build real world strategies, created through dynamic wealth management and talk about the hard decisions. We brainstorm what-if scenarios and support our clients throughout the major life stages and transitions. Life is full of unexpected things, and it has been a gift to support people through my work as a Financial Advisor. As a team, we have fun along the way and our clients often turn into confidants and friends. I grew up in Connecticut, graduated from Ithaca College and spent a year in Bali, Indonesia. The world is a beautiful and big place filled with so many incredible people! At 30 years old, I had my first child, and then my second son two years later. My passion for family and thinking outside the box led to successfully homeschooling our two sons, who both started college at age16; they amaze me and continue to thrive beyond expectation. The type 1 diabetes community also became family when one of my sons was diagnosed T1D. I listen to, share recipes & coach others to also achieve normal blood sugars. I also volunteer weekly with a horse rescue organization. I mentor, and am a shameless serial animal foster with another amazing animal rescue organization; there's often a few extra furry creatures running around our home. I have 25+ years working as a Financial Advisor at Merrill, and live in Onondaga Hill with my husband, sons, a rescued dog, named Lacy, 2 spoiled cats and a flock of free-range chickens. Life is filled with tiny details and moments; they make up what matters most. Ask questions. Be open. Be kind. I'm genuinely excited to put together a financial strategy for your unique financial goals and dreams.