About Financial Jumble
What are your content needs?
Are you struggling to come up with engaging content? Do you feel overwhelmed by burdensome writing tasks?
You recognize the importance of consistently communicating with clients. But, are you unsure how to get started?
Financial Jumble provides financial newsletter content tailored for Financial Advisors, RIAs, and other financial professionals. The content is versatile and can be seamlessly incorporated into email and print newsletters, blogs, and social media platforms.
Are you in need of a skilled ghostwriter? Financial Jumble collaborates with various firms to produce top-quality white papers, articles, commentaries, and marketing materials.
Charles Sherry, M.Sc.
Owner & Founder
Creating effective communication tools
Meet Charles, the owner and founder of Financial Jumble.
With over 25 years in the industry, Charles has the credentials to offer unbiased and compelling insights that keep advisors positioned in front of clients.
Since 2011, he has worked with financial advisors, providing tools that bolster client engagement, attract prospects, and save time and money.
Charles Sherry, M.Sc. thoroughly delves into financial topics and skillfully leverages resources to improve the client experience. The content is a blend of depth and accessibility that you can confidently share with your clients and prospects.
Background
Charles began his career in the financial services industry in 1994 with Charles Schwab. In his initial role, he interacted daily with financial advisors, developing his communication skills to identify and resolve issues.
Assisting retail clients, he excelled as a Senior Registered Representative, earning prestigious honors that included the coveted Circle of Excellence.
Charles capped his career at the company at the Schwab Center for Financial Research. By authoring the daily Schwab Market Update, he sharpened his ability to synthesize economic and market data, creating a top-rated report that conveyed key concepts to clients.
Furthermore, his efforts helped his team earn the coveted honor, Excellence in Service.
With an M.Sc. in finance and a B.S. in economics from Louisiana State University, Charles combines a strong theoretical knowledge with the practical experience gained through an impressive portfolio of market commentaries and white papers.
Today
In addition to his work with financial advisors, Charles is a regular contributor to Horsesmouth, delivering webinars and writing white papers on timely issues that affect advisors and their clients. He is a regular guest on Advisor Radio and authors Advisor Talking Points.
Charles has assisted firms that include Janus Capital, BMO Capital Markets, and Invesco. He has also contributed to Retirement Weekly—MarketWatch, the Denver Post, and iris.xyz, a collection of vetted experts serving the financial services community.
Charles has successfully delivered webinars to the Financial Planning Association and moderated panel discussions at the annual FPA conference.
He is a leader in FPA’s Knowledge Circles, an active community of professionals who engage in dialogue about best practices. Charles also served as Director of Membership with FPA from 2013—2016.
Above all, Charles strives to serve the client.
In his spare time, Charles enjoys spending time with his family, and hiking and snowshoeing in the mountains of Colorado. Look for his outdoor photos on Twitter.
A comprehensive overview of his experience and qualifications is also available on LinkedIn.
Are you ready to take the next step?