Sherry K. Teat

Sherry K. Teat, CFP®, CPA/PFS, CWS®

Sr. Private Wealth Advisor, Partner
Charlotte, NC

Sherry Teat is a senior private wealth advisor for the Private Wealth division and partner of Blue Trust and serves her clients out of the office in Charlotte, North Carolina.

As an experienced wealth advisor to individuals, families, and businesses, Sherry uses her objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. Her goal is to help those she serves focus on the things that matter most to them. Sherry and her team integrate financial planning, investment management, and trust services into financial plans tailored to her clients’ needs.

Sherry graduated cum laude from the University of North Carolina – Charlotte, where she earned her BS in accounting. She also earned her master’s degree in personal financial planning from Kansas State University in 2004. Sherry is a Personal Financial Specialist (PFS), a CERTIFIED FINANCIAL PLANNERTM certificant, holds her CPA license in the State of North Carolina, and is a Certified Wealth Strategist® (CWS®).

Prior to joining Blue Trust in 2001, she worked as a senior tax associate with Arthur Andersen LLP in their private client service group.

Active in her community, Sherry is a member of the North Carolina Association of CPAs (NCACPA), the American Institute of Certified Public Accountants (AICPA), and the Charlotte Chapter of the Financial Planning Association (FPA). She also serves on the National Advisory Board of The Master’s Program for Women and is board chair for Changed Choices.

Sherry and her husband, Richard, live in Weddington, North Carolina.

We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE