• Request a no-obligation meeting today to discuss your financial future and the possible role of insurance and investments in your financial strategy!

    Building lifelong relationships rooted in performance and trust.

    Cherry Wealth Advisors’ mission is to assist you through the retirement process. You are our No. 1 priority.

    About Cherry Wealth Advisors

    Jeff Cherry | Chief Financial Advisor

    Retirement income strategist Jeff Cherry is the President and Chief Financial Advisor of Cherry Wealth Advisors. He focuses in the fields of retirement income, wealth preservation and estate planning. He has helped hundreds of families gain greater confidence in their financial income strategy for over 25 years.

    Jeff’s services extend from Panama City to Pensacola, Florida. He has delivered over 200 public workshops addressing today’s current retirement concerns, and he is a much-sought-after public speaker in the Florida Panhandle.

    Jeff graduated from Purdue University, the home of the Boilermakers, with a degree in business. He is an Investment Advisor Representative with Global Financial Private Capital LLC. In addition, Jeff holds his long-term care (LTC) certification and maintains a life and annuity license in Florida. Throughout Jeff’s career he has continued to attend industry classes and training to stay up to date on the ever-changing financial landscape.

    Jeff is an active part of the community and his church. He is also a member of the Senior Softball Players Association and a proud sponsor of the 12U Florida Rays Travel baseball program, the Cherry Financial softball team, Fort Walton Beach High School swim team and Fort Walton Beach Lady Vikings basketball team.

    Cherry Financial Inc. is the parent company of Cherry Wealth Advisors and is a member of the Fort Walton Beach Better Business Bureau (BBB) and the National Ethics Association (NEA).

    Nancy McLanahan | Director of Operations

    Nancy McLanahan is the Director of Operations and assists with case preparation and the creation of financial evaluations for prospective clients. Nancy’s role is extremely critical to our team as she is the point-person on all new business and transfers. She produces your annual and semi-annual statements, processes your service requests (such as withdrawals, payment of premiums and beneficiary changes) and performs a number of behind-the-scene tasks.  She also handles all aspects of accounting and bookkeeping. Other duties include  making sure new accounts are being processed correctly, and tracking company goals and deadlines to assure efficiency and productivity within the office. Nancy’s passions are being with her family and travel.  In her spare time she works with her partner Jon remodeling and just enjoying life.

    Nathaly Diaz | Director of Marketing/Client Relations

    Nathaly Diaz is our Marketing/Client Relations Director. She handles all educational and appreciation events for the company, including planning and implementing our educational workshops, corporate client events and events in the community!  Aside from the many events offered throughout the year, Nathaly is responsible for preparing and distributing client-related marketing and communication materials.Outside of work, Nathaly enjoys time with her husband Alex and their son Mason. She also enjoys traveling and a variety of sports.

    Lacey Smith | Administrative Assistant

    Lacey is the first to greet you on the phone or in our office. Lacey’s primary focus is coordinating schedules and assists with appointment preparation. On a day-to-day basis Lacey assists the rest of the team with the completion of various projects and client service requests. In her free time she is always looking for a laugh and enjoys spending time at the local dog park with her dog Dewey, cooking for friends and hunting for vinyl records.

    Complimentary Guide
    "Your Retirement Income Planning Checklist”

    Discover 10 things you should consider in creating your retirement strategy.
  • We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.
    Investment Advisory Services offered through Cherry Wealth Advisors, an SEC Registered Investment Advisor.

    *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

    The "10 Things to Know About Retirement Income" is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.