Sherri Thomas

Background

About Sherri Thomas

I help individuals and families at City CU Financial Services located at Memphis City Employees Credit Union reach their financial goals by providing sound financial advice based on 20 years of experience in the creating realistic and detailed financial plans. I am deeply committed to my clients’ financial well-being, and I strive to listen intently to their needs and concerns to provide them with just the right help for their unique circumstances. As a financial advisor, I have a passion for instilling a sense of financial confidence. From a young age, I have been struck by the mental, emotional, and physical effects of financial insecurity. I determined from a young age that I would spend my career making a real difference in the lives of others by helping alleviate fear and uncertainty about their finances. For 20 years, I have been doing just that. I started out by earning a degree in Business Administration from the University of Memphis. Afterwards, licenses in TN as well as FINRA registrations. My experiences include owning an Insurance Agency and servicing 457b Retirement Plans. Over the years, I have learned the importance of patience. In my spare time, I enjoy investing in my family — there’s no better investment than that! I also enjoy hosting family gatherings as well as volunteering and serving at my church. My goal is to do my small part in making the world a better place for my community. Securities sold, Advisory Services offered, through CUNA Brokerage Services, Inc, Member FINRA/SIPC. Securities sold through CBSI under contract with the financial institution. Not NCUA/NCUSIF/FDIC Insured ∙ No Financial Institution Guarantee ∙ May Lose Value. Some items and links provided on this page may be from third parties not affiliated with this advisor or CUNA Brokerages Services. Information is provided for educational purposes only. Any opinions expressed are those of the author and not necessarily those of CBSI or its advisors.